SP
SP

Steven Prawl

7 Years of Experience
St. Petersburg, FL
1 DisclosureBrokerSells Insurance

Steven Prawl is a registered investment advisor at G. A. Repple & Company, based in St. Petersburg, FL, with 7 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 1 more. Their firm serves 3,487 clients with $610M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
3,487 clients
Average Client Portfolio
$176K average
Assets Under Management
$614.7M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$75

G.A. Repple & Company offers investment management services where advisors manage your investments. These accounts can be managed with or without your prior approval for each trade. You can also access third-party asset managers through GAR. Fees vary depending on the program chosen.

Direct Asset Management Services offer both wrap and non-wrap fee options. Wrap accounts bundle advisory and transaction fees into one fee. Non-wrap accounts charge advisory fees and separate transaction fees.

GAR also offers the GA Repple Optimized Investment Platform wrap program with ETF and Biblically Responsible Investing strategies. FMAX wrap programs and UMA programs are also available. Fees are calculated monthly or quarterly and may be billed in advance or arrears.

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Location

9952 Gandy Blvd. North, St. Petersburg, FL, 33702

Get directions

History

Regulatory History (1)
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Financial
January 2020
Final
Other Business ActivitiesSells Insurance

Steven is the owner of Pinion Insurance Solutions, LLC since 2019, selling health, life, and annuity insurance products. This takes nearly all of Steven's time.

Employment History
Current Registrations
G. A. Repple & Company
August 2019 - Present · 6 yrs 9 mos
G. A. Repple & CompanyBroker
January 2019 - Present · 7 yrs 4 mos
State Registrations3 states
FLKYMI
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.