Stephen Hoversten is a ChFC-designated registered investment advisor, based in Sonora, CA, with 14 years of industry experience.
Location
Sonora, CA
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Ameritas Advisory Services, LLC
March 2026 - Present · 2 mos
Ameritas Investment Company, LLCBroker
March 2026 - Present · 2 mos
Mwa Financial Services, INC.
March 2022 - Present · 4 yrs 2 mos
Mwa Financial Services INC.Broker
August 2011 - Present · 14 yrs 9 mos
State Registrations8 states
CACOHIIDNMNVORWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.