Steven Felchle, financial advisor Bismarck ND
93 score

Steven Felchle

CRD Number: 3158195
Current Firm: Securities America Advisors, Inc.

Steven Felchle (CRD# 3158195) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Bismarck, ND and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America Advisors Bismarck, ND May 2016 - Current < 1
Securities America, Inc. Bismarck, ND May 2016 - Current < 1
U.s. Bancorp Investments, Inc. Bismarck, ND Apr 2013 - May 2016 3
Wells Fargo Advisors LLC Bismarck, ND Jan 2011 - Apr 2013 2
Wells Fargo Investments, LLC Bismarck, ND Dec 2000 - Jan 2011 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 1998
Contact Info for Steven C. Felchle
Phone Number: 402-399-9111
Registered State(s):
  • ND
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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