Stephen Mathiason, financial advisor Bellaire TX
93 score

Stephen Mathiason

CRD Number: 1942628
Current Firm: Esi Financial Advisors

Stephen Mathiason (CRD# 1942628) is an Investment Advisor Representative working at Esi Financial Advisors in Bellaire, TX and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Equity Services, Inc. Montpelier, VT Jan 2017 - Current 1
National Life Group Bellaire, TX Dec 2016 - Current 1
Kelly Francis Publishing Bellaire, TX Nov 2015 - Current 2
Mathiason Financial Services Bellaire, TX May 1988 - Current 30
Ameritas Investment Corp Lincoln, NE Sep 2011 - Jan 2017 5
Ameritas Life Insurance Lincoln, NE Sep 2011 - Jan 2017 5
Acacia Life Insurance Bethesda, MD Sep 2011 - Dec 2011 < 1
Union Central Life Insurance Cincinnati, OH Sep 2011 - Dec 2011 < 1
Oneamerica Securities Bellaire, TX Nov 2004 - Sep 2011 6
American United Life Bellaire, TX Oct 2004 - Sep 2011 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1989
S65 NASAA Investment Advisors Law Examination Sep 2003
Contact Info for Stephen L. Mathiason
Phone Number: 800-344-7437
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,080
    MILLIONS
  • Total Number of Accounts
    6,895
    ACCOUNTS
  • Average Account Value
    $156,678
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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