Steven Epp
Steven Epp is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rochester, MN, with 1 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5200 Members Pkwy. NW, Rochester, MN, 55901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven works as a program manager for Think Financial Planning and Think Mutual Bank, dedicating about half his time to each. Neither activity appears to involve selling insurance products.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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