Steven Bellm, financial advisor Carrollton TX
87 score

Steven Bellm

CRD 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.

Similar Advisors
Ryan Kruger, CFA, financial advisor Carrollton TX
Ryan W. Kruger, CFA
CRD# 5425820
Khp Capital LLC
Score
108
Similar Advisors
Bryn Henry, financial advisor Carrollton TX
Bryn T. Henry
CRD# 4465166
Commonwealth Financial Network
Score
101
Similar Advisors
Prof. Dr. Geoffrey VanderPal DBA, MBA, CFP®, financial advisor Carrollton TX
Prof. Dr. Geoffrey A. VanderPal DBA, MBA, CFP®
CRD# 2515008
Vanderpal Capital Management LLC
Score
106
Company Name Location Dates Years
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
Ihop Decatur, TX Feb 2005 - Mar 2007 2

Steven Bellm has no recent exams reported.
Contact Info for Steven A. Bellm
Phone Number: 972-428-0817
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $28,188
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, IL, LA, NY, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
87
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.

Disclosure

Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.