Steven King, financial advisor Colorado Springs CO

Steven King

CRD Number: 4925318
Current Firm: King Financial Planning & Management, LLC

Steven King (CRD# 4925318) is an Investment Advisor Representative working at King Financial Planning & Management, LLC in Colorado Springs, CO and has over 17 years of experience in the finance industry. Steven King has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
King Financial Planning & Management, LLC Colorado Springs, CO Aug 2008 - Current 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2005
Contact Info for Steven J. King
Phone Number: 719-302-1088
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

CO

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