Stephen Milner (CRD# 3266515) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Irvine, CA and has over 22 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Baker Tilly Wealth Management, LLC | Irvine, CA | Nov 2020 - Current | 1 |
| Baker Tilly Us, LLP | Irvine, CA | Nov 2020 - Current | 1 |
| Baker Tilly Capital, LLC | Irvine, CA | Nov 2020 - Current | 1 |
| Squar, Milner & Reehl, LLP | Newport Beach, CA | Jan 2001 - Nov 2020 | 19 |
| Squar Milner Financial Services | Irvine, CA | Jan 2001 - Nov 2020 | 19 |
| Allegis Investment Services | Newport Beach, CA | Jul 2017 - Mar 2019 | 1 |
| Sagepoint Financial, Inc. | Phoenix, AZ | Jan 2009 - Jul 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 1999 |
- CA
-
Total Assets Under Management3,100MILLIONS
-
Total Number of Accounts2,672ACCOUNTS
-
Average Account Value$1,160,111
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CA, CT, FL, IN, LA, MA, MI, MN, NH, NY, OH, PA, TX, VA, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.