Steven BellmCRD Number: 6383211
Current Firm: Affordable Life Plans, LLC
Steven Bellm (CRD# 6383211) is an Investment Advisor Representative working at Affordable Life Plans, LLC in Carrollton, TX and has 1 year of experience in the finance industry.
Khp Capital LLC
Wells Fargo Advisors Financial Network, LLC
Vanderpal Capital Management LLC
|Affordable Life Plans, LLC||Carrollton, TX||Sep 2014 - Current||3|
|Ahl Sales Group, LLC||Carrollton, TX||May 2015 - Jun 2015||< 1|
|Eisenbach Consulting||Dallas, TX||Mar 2015 - May 2015||< 1|
|Ahl Sales Group, LLC||Carrollton, TX||Sep 2014 - Mar 2015||< 1|
|Broadsword Advantage||Carrollton, TX||Oct 2013 - Sep 2014||< 1|
|Abp Tech||Carrollton, TX||Apr 2013 - Sep 2013||< 1|
|Unemployed||The Colony, TX||Jan 2013 - Mar 2013||< 1|
|Fonality||Plano, TX||Mar 2010 - Dec 2012||2|
|Ihop||Highland Village, TX||May 2008 - Mar 2010||1|
|Unemployed||Lake Dallas, TX||Apr 2007 - Apr 2008||1|
Total Assets Under Management1MILLIONS
Total Number of Accounts28ACCOUNTS
Average Account Value$21,688
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, LA, NY, TX
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.