Stephen WedelCRD Number: 1221992
Current Firm: Rfg Advisory Group, LLC
Stephen Wedel (CRD# 1221992) is an Investment Advisor Representative working at Rfg Advisory Group, LLC in Creve Coeur, MO and has over 33 years of experience in the finance industry. Stephen Wedel 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.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Rfg Advisory Group, LLC||Birmingham, AL||Aug 2014 - Current||2|
|Linsco Private Ledger||St. Louis, MO||Nov 2003 - Current||13|
|Four Seasons Wealth Management||Creve Coeur, MO||Nov 2003 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1983|
|S65||NASAA Investment Advisors Law Examination||Jul 1995|
Total Assets Under Management473MILLIONS
Total Number of Accounts3,061ACCOUNTS
Average Account Value$154,533
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, DC, FL, GA, IL, KS, LA, MN, MO, MS, NC, NY, OH, PA, SC, TN, TX, VA, WI
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