Stephen Haidt, financial advisor Mobile AL

Stephen Haidt

CRD Number: 1484387
Current Firm: Retirement Advisors, Inc.

Stephen Haidt (CRD# 1484387) is an Investment Advisor Representative working at Retirement Advisors, Inc. in Mobile, AL and has over 34 years of experience in the finance industry. Stephen Haidt 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.

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Professional Designations
Company Name Location Dates Years
Retirement Advisors, Inc. Mobile, AL Mar 1996 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1986
S65 NASAA Investment Advisors Law Examination Jul 1997
Contact Info for Stephen M. Haidt
Phone Number: 251-344-0707
Firm Website: http://plantoretire.com
Registered State(s):
  • AL
  • TX
  • LA
  • MS
By the Numbers
  • Total Assets Under Management
    130
    MILLIONS
  • Total Number of Accounts
    387
    ACCOUNTS
  • Average Account Value
    $335,384
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

AL, FL, LA, MS, TX

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