Steven Dick, financial advisor Greeneville TN

Steven Dick

CRD Number: 4717606
Current Firm: Sapiat Asset Management, LLC
Compensation Model: Fee Only

Steve is a Certified Financial Planner (CFP), Entrepreneur, and Executive with decades of experience. He is Co-Founder, Co-Owner, & CEO of Sapiat Financial Group and President of Sapiat Asset Management.

 

Steve is also a 3rd generation veteran, having proudly served with the U.S. Army’s 9th Infantry Regiment. After receiving an Honorable Discharge, Steve enrolled at the University of Alaska Fairbanks, while simultaneously working in construction and as an auto mechanic to help fund his education. After graduating with a B.A. Economics, he began his career as a Management Trainee at First National Bank Alaska. After only 3 years on the job, he was promoted to Assistant Vice-President of Commercial Lending at the bank’s corporate headquarters.

 

As a banker, Steve worked on some of the largest commercial transactions across the state. He was frequently called upon to consult federal, state, and municipal agencies, tribal governments, and even a U.S. Senator, all before the age of 30.

 

In 2003, Steve was recruited by Edward Jones to manage and serve as Lead Financial Advisor of a small branch in his home state of Tennessee. While there, he worked with families, small-business owners, and entrepreneurs to build a multimillion-dollar business. In 2010, he co-founded Strong Heritage Financial Group with his wife, Donna, and in 2015, Strong Heritage became Sapiat Financial Group. Sapiat Financial Group, Inc. is 100% owner of Sapiat Asset Management, LLC. Since 2003, he has worked exclusively with Individuals and Families, their Businesses, and the Trusts that benefit them.

 

As a CFP he is an objective and disciplined advisor who can be trusted to always place his customers first. He spends time getting to know his customers before a plan is ever created and then dedicates himself to helping them successfully achieve their goals.

 

Steve has also studied on scholarship at two world-renown economic think-tanks; the Ludwig von Mises Institute at Auburn University and the Property & Environment Research Center at Montana State University.

 

Dedicated to career-long professional education, Steve has earned multiple professional designations, including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Accredited Wealth Management Advisor (AWMA), Accredited Asset Management Specialist (AAMS), & Chartered Retirement Plans Specialist (CRPS).

 

He is a member of the Financial Planning Association and the Financial Planning Association of East Tennessee.

CONTACT
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Professional Designations
Company Name Location Dates Years
1796 Investment Management & Consulting Greeneville, TN Jul 2020 - Current 3
Sapiat Real Estate, Inc. Greeneville, TN Sep 2016 - Current 7
Sapiat Asset Management, LLC Greeneville, TN Dec 2015 - Current 8
Sapiat Financial Group, Inc. Greeneville, TN Jun 2010 - Current 13
Raymond James Financial Services, Inc. Greeneville, TN Jul 2010 - Apr 2016 5
Raymond James Financial Services Advisors, Inc. Greenville, TN Jul 2010 - Apr 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2003
S66 NASAA Uniform Combined State Law Examination Jan 2007
Contact Info for Steven L. Dick
By the Numbers
  • Total Assets Under Management
    39
    MILLIONS
  • Total Number of Accounts
    320
    ACCOUNTS
  • Average Account Value
    $120,777
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TN

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