SC
CFP
SC
CFP
Stephen Ciepiela
46 Years of Experience
Albuquerque, NM
1 DisclosureBrokerSells Insurance
Stephen Ciepiela is a CFP-designated registered investment advisor, based in Albuquerque, NM, with 46 years of industry experience.
Location
5951 Jefferson Ct. NE., Albuquerque, NM, 87109
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2003Settled
Other Business ActivitiesSells Insurance
Stephen is the owner of an insurance business since 1980, selling life, disability, long-term care insurance, and fixed annuities, taking about 10-20% of his time. He is also the founder of Charles Stephen & Co and an investment advisor at The Ameriflex Group, dedicating nearly full-time hours to these roles.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2025 - Present · 11 mos
The Ameriflex Group
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Osaic Wealth, INC.Broker
September 2023 - July 2025 · 1 yr 10 mos
Sagepoint Financial, INC.Broker
January 2021 - September 2023 · 2 yrs 8 mos
Kestra Advisory Services, LLC
April 2016 - January 2021 · 4 yrs 9 mos
NFP Advisor Services, LLC
March 2006 - September 2016 · 10 yrs 6 mos
Charles Stephen and Company, INC.
April 2004 - March 2015 · 10 yrs 11 mos
Kestra Investment Services, LLCBroker
January 1998 - January 2021 · 23 yrs
Fortis Investors, INC.Broker
April 1994 - December 1997 · 3 yrs 8 mos
Sunamerica Securities, INC.Broker
September 1991 - August 1998 · 6 yrs 11 mos
Mutual Benefit Financial Service CompanyBroker
June 1990 - September 1991 · 1 yr 3 mos
Royal Alliance Associates, INC.Broker
November 1989 - June 1990 · 7 mos
The Lincoln National Life Insurance CompanyBroker
May 1987 - October 2001 · 14 yrs 5 mos
Lincoln Financial Advisors CorporationBroker
May 1987 - December 1993 · 6 yrs 7 mos
Lincoln National Pension Insurance CompanyBroker
May 1987 - January 1989 · 1 yr 8 mos
Sg Equities CorporationBroker
November 1986 - March 1987 · 4 mos
Investment Distributors INC.Broker
June 1986 - October 1986 · 4 mos
Nel Equity Services CorporationBroker
April 1984 - December 1984 · 8 mos
Integrated Resources Equity CorporationBroker
September 1982 - November 1989 · 7 yrs 2 mos
Lincoln National Pension Insurance CompanyBroker
December 1981 - May 1984 · 2 yrs 5 mos
Lincoln Financial Advisors CorporationBroker
March 1980 - May 1984 · 4 yrs 2 mos
The Lincoln National Life Insurance CompanyBroker
March 1980 - May 1984 · 4 yrs 2 mos
State Registrations10 states
AZCACOFLILNCNJNMNVTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.