Howard RothwellCRD Number: 1429546
Current Firm: Stepp & Rothwell Inc.
Howard Rothwell (CRD# 1429546) is an Investment Advisor Representative working at Stepp & Rothwell Inc. in Overland Park, KS and has over 31 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Stepp & Rothwell, Inc.||Overland Park, KS||May 1998 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1985|
|S65||NASAA Investment Advisors Law Examination||May 1990|
Total Assets Under Management557MILLIONS
Total Number of Accounts1,797ACCOUNTS
Average Account Value$310,105
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, KS, MO, NE, PA, TX