Stephanie Matthews (CRD# 7325731) is an Investment Advisor Representative working at Aptus Financial, LLC in Little Rock, AR and has over 3 years of experience in the finance industry.
CRD# 1465724
Bok Financial Advisors
CRD# 4358121
Stifel, Nicolaus & Company, Incorporated
CRD# 4717379
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aptus Financial | Little Rock, AR | Jan 2021 - Current | 3 |
| S. Matthews Consulting | Little Rock, AR | May 2019 - Current | 5 |
| Women's Foundation Of Arkansas | Little Rock, AR | May 2019 - Current | 5 |
| Open Primaries Arkansas | Little Rock, AR | Jul 2020 - Sep 2020 | < 1 |
| Bond.ai | Little Rock, AR | Jan 2019 - Sep 2019 | < 1 |
| Asset Funders Network | Little Rock, AR | Feb 2018 - Mar 2019 | 1 |
| Matthews Event Planning | Little Rock, AR | Sep 2015 - May 2018 | 2 |
| Hortus Ltd | Little Rock, AR | Jan 2017 - Feb 2018 | 1 |
| Surety & Fidelity Assoc Of America | Little Rock, AR | May 2011 - Sep 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- AR
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AL, AR, CA, CO, CT, FL, GA, IL, IN, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, 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 derived from SEC.gov data covering 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.
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.