Stephanie Stegmuller, financial advisor Cincinnati OH

Stephanie Stegmuller

CRD Number: 5508849
Current Firm: Octavia Wealth Advisors LLC

Stephanie Stegmuller (CRD# 5508849) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in Cincinnati, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Octavia Wealth Advisors, LLC Cincinnati, OH Jun 2020 - Current < 1
Octavia Risk Management, LLC Cincinnati, OH Jun 2020 - Current < 1
Purshe Kaplan Sterling Investments, Inc. Cincinnati, OH Jun 2020 - Current < 1
Axa Advisors, LLC New York, NY May 2018 - Jun 2020 2
Midwest Financial/axa-advisors,llc Cincinnati, OH Mar 2008 - Jun 2020 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2018
Contact Info for Stephanie L. Stegmuller
Phone Number: (513) 762-7701
Firm Website:
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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