Stephen Emanuels, financial advisor Bellevue WA
96 score

Stephen Emanuels

CRD Number: 3143866
Current Firm: Capital Planning LLC

Stephen Emanuels (CRD# 3143866) is an Investment Advisor Representative working at Capital Planning LLC in Bellevue, WA and has over 18 years of experience in the finance industry. Stephen Emanuels 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.

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Professional Designations
Company Name Location Dates Years
Capital Planning LLC Bellevue, WA Jan 2014 - Current 2
Capital Planning Corporation Bellevue, WA Feb 2000 - Dec 2013 13
Financial Network Investment Corporation Bellevue, WA Feb 2000 - Jul 2009 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
Contact Info for Stephen P. Emanuels
Phone Number: 425-643-1800
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    365
    MILLIONS
  • Total Number of Accounts
    1,919
    ACCOUNTS
  • Average Account Value
    $190,285
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, FL, ID, TX, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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