SD
CFA · CFP
SD
CFA · CFP

Stephen Deutsch

2 Years of Experience
Naperville, IL

Stephen Deutsch is a CFA, CFP-designated registered investment advisor at Institutional Investing Enhancement LLC, based in Naperville, IL, with 2 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $60,000/year
Hourly Rate:$250/hr
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Location

Naperville, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Stephen is the President and Co-founder of Hodari Consulting LLC, a digital services agency, since August 2022. He spends about a quarter of his time on business strategy, marketing, user experience testing, human resources, and finance.

Employment History
Current Registrations
Institutional Investing Enhancement LLC
March 2023 - Present · 3 yrs 2 mos
State Registrations12 states
CADCIAILINKSMINJNYTXUTVA
Advisor

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.
Stephen Deutsch - Financial Advisor | TrueAdvisor