Stephen Walther, financial advisor Eagle ID
93 score

Stephen Walther

CRD Number: 3170935
Current Firm: American Independent Securities Group, LLC

Stephen Walther (CRD# 3170935) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
The Alliance Group Eagle, ID Apr 2013 - Current 3
American Independent Securities Group, LLC Eagle, ID Dec 2004 - Current 12
First Heartland Capital, Inc. Eagle, ID Dec 1998 - Apr 2013 14
The Sellin Group/insurance Jefferson Eagle, OR Apr 1998 - Apr 2013 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2000
Contact Info for Stephen F. Walther
Phone Number: 208-489-3131
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    130
    MILLIONS
  • Total Number of Accounts
    1,280
    ACCOUNTS
  • Average Account Value
    $101,628
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

AK, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KY, MA, ME, MI, MN, MT, ND, NH, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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