Nicholas StebnerCRD Number: 5944361
Current Firm: Lifeplan Financial Group, Inc.
Nicholas Stebner (CRD# 5944361) is an Investment Advisor Representative working at Lifeplan Financial Group, Inc. in Dayton, OH and has 1 year of experience in the finance industry. Nicholas Stebner 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.
Sound Financial Investment Management, LLC
Raymond James & Associates, Inc.
Greenrock Advisory LLC
|Lifeplan Financial Group, Inc.||Dayton, OH||Jul 2005 - Current||12|
Total Assets Under Management258MILLIONS
Total Number of Accounts1,817ACCOUNTS
Average Account Value$142,022
- 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
CA, FL, GA, IN, KY, LA, NC, NE, OH, TN, TX