SB
SB

Stephen Schoen Baldwin

5 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,252 clients
Average Client Portfolio
$278K average
Assets Under Management
$348.2M

Fee Structure

Minimum Investment:None
Loading...

Location

633 W 5th Street, Suite 1050, Los Angeles, CA, 90071

Get directions

History

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 →
Other Business ActivitiesSells Insurance

Stephen is the owner, principal, and insurance agent at Capital Insurance Group, Inc., dedicating nearly full-time hours to insurance sales and services. He also works as an Investment Advisor Representative at Gibbs Wealth Management, LLC, spending about 10% of his time there.

Employment History
Current Registrations
Kinetic Investment Management, INC.
March 2021 - Present · 4 yrs 11 mos
Previous Registrations
Gibbs Wealth Management, LLC
September 2020 - April 2021 · 7 mos
State Registrations1 state
KY
Advisor
Exams
No exam information available for this advisor.