Steven Ankerstar
CRD Number: 6251545Current Firm: Ankerstar Wealth, LLC
Compensation Model: Fee Only
Steven Ankerstar (CRD# 6251545) is an Investment Advisor Representative working at Afterburner Financial, LLC in Round Rock, TX and has over 4 years of experience in the finance industry.
Steve holds a Bachelor of Engineering degree, and has completed three Masters Degrees as well as the first two years of his Ph.D. in Finance. He has also achieved the CERTIFIED FINANCIAL PLANNER® certification, a standard recognized internationally.
With three decades of experience in financial and investment markets having invested since the age of 16, Steve performed pro bono financial planning while in the military helping veterans and their families to get what they want out of life. Steve has a particular interest in providing tailored financial and investment advice to help clients build passive income streams to meet their retirement income objectives.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sports Statistician | Round Rock, TX | Sep 2016 - Current | 7 |
| Ankerstar Wealth, LLC | Round Rock, TX | Sep 2014 - Current | 9 |
| Northcentral University | Phoenix, AZ | Nov 2013 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2014 |
- AL
- AZ
- CA
- FL
- GA
- LA
- NV
- OH
- TX
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Total Assets Under Management76MILLIONS
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Total Number of Accounts619ACCOUNTS
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Average Account Value$122,832
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AZ, CA, FL, GA, LA, NV, OH, TX
Afterburner Financial, LLC is a Registered Investment Advisor with FINRA and the state of Texas and Louisiana that specializes in fee-only financial planning and fee-only wealth management. Mr. Ankerstar holds a Series 65 license with FINRA. More disclosure information is available at http://brokercheck.finra.org/. The contents of this email should not be considered personal advice unless under contract with Afterburner Financial, LLC. Since each individual's situation is unique, your specific situation should be reviewed by a qualified tax, legal, and/or investment professional before making decisions. The information provided in this email may not be comprehensive nor appropriate for every individual. You are strongly cautioned to perform your own due diligence before making any personal, financial, or business decision. Do not rely solely on this email for making investment decisions. Nothing in this email is an endorsement of any products or securities. All investments involve risk. Past performance does not guarantee future results.
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