Stephanie StegmullerCRD 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.
U.s. Bancorp Investments, Inc.
Renaissance Investment Management
Journey Advisory Group, LLC
|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|
Total Assets Under Management699MILLIONS
Total Number of Accounts2,355ACCOUNTS
Average Account Value$296,979
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, CO, DE, FL, IL, IN, KY, MI, NE, NH, NY, OH, OR, PA, SC, TN, TX, VA, WA
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