Steven FestlerCRD Number: 5677731
Current Firm: Nfp Retirement Inc.
Steven Festler (CRD# 5677731) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 8 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Nfp Retirement Inc.||Aliso Viejo, CA||Apr 2016 - Current||6|
|Kestra Financial Services, Inc.||Austin, TX||Apr 2016 - Mar 2019||2|
|Nfp Corporate Servies (mn) Inc.||Plymouth, MN||Mar 2014 - Apr 2016||2|
|American Enterprise Investment Services Inc.||Minneapolis, MN||Feb 2011 - Feb 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management78,718MILLIONS
Total Number of Accounts3,797ACCOUNTS
Average Account Value$20,731,607
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NE, NM, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WI, WY
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