Julia Steppan (CRD# 7039013) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Bellevue, WA and has over 5 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| B.o.s.s Retirement Advisors, LLC | Lehi, UT | Jun 2022 - Current | 1 |
| B.o.s.s. Retirement Solutions | Lehi, UT | Jun 2022 - Current | 1 |
| Ae Wealth Management, LLC | Topeka, KS | Jan 2021 - Current | 3 |
| Becker Retirement Group | Bellvue, WA | Jan 2021 - Current | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue, WA | Oct 2018 - Dec 2020 | 2 |
| Bank Of America, N.a. | Bellevue, WA | Oct 2018 - Dec 2020 | 2 |
| Honeymoon Financial Strategies | Kirkland, WA | Jul 2018 - Sep 2018 | < 1 |
| Extended Travel | Seattle, WA | Jun 2018 - Jul 2018 | < 1 |
| Enterprise Holdings | Seattle, WA | Feb 2018 - Jun 2018 | < 1 |
| Colorado State University | Fort Collins, CA | Oct 2015 - Jan 2018 | 2 |
| Park City Sport | Park City, UT | Nov 2012 - Jan 2018 | 5 |
| Colorado State University | Fort Collins, CO | Aug 2014 - Dec 2017 | 3 |
| Park City High School | Park City, UT | Aug 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- WA
-
Total Assets Under Management764MILLIONS
-
Total Number of Accounts6,227ACCOUNTS
-
Average Account Value$122,687
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, HI, ID, NE, NH, NV, OR, SC, TX, UT, WA, WY
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