Stefan Whitwell (CRD# 2794913) is an Investment Advisor Representative working at Compound Planning in Austin, TX and has over 27 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atomi Dba Alternativ Wealth | Irvine, CA | Jul 2022 - Current | 1 |
| Whitwell & Company, LLC | Austin, TX | Feb 2021 - Current | 3 |
| Belpointe Asset Management, LLC | Reno, NV | Feb 2021 - Jul 2022 | 1 |
| National Wealth Partners, LLC | Austin, TX | Aug 2017 - Mar 2021 | 3 |
| Team Funding Solutions | Austin, TX | Jun 2017 - Dec 2019 | 2 |
| Covenant Multi-family Offices, LLC | San Antonio, TX | Nov 2014 - May 2017 | 2 |
| Watchful Software | Austin, TX | Sep 2014 - Nov 2014 | < 1 |
| Empirical Solutions, LLC | Austin, TX | Jan 2010 - Nov 2014 | 4 |
| Ameriprise Financial Services Inc. | San Antonio, TX | Jun 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2014 |
- AK
- IL
- IN
- NY
- OH
- TX
- VA
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Total Assets Under Management1,396MILLIONS
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Total Number of Accounts7,391ACCOUNTS
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Average Account Value$188,872
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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