Wesley Stien (CRD# 5256749) is an Investment Advisor Representative working at Lodestar Financial Management, LLC in Arlington, VA and has over 17 years of experience in the finance industry. Wesley Stien has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lodestar Financial Management | Arlington, VA | Oct 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
- VA
-
Total Assets Under Management29MILLIONS
-
Total Number of Accounts105ACCOUNTS
-
Average Account Value$275,238
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
VA
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