Stephen Rhodes (CRD# 4632846) is an Investment Advisor Representative working at Signify Wealth LLC in Saint Louis, MO and has over 21 years of experience in the finance industry. Stephen Rhodes 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.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Signify University LLC | St. Louis, MO | Mar 2024 - Current | < 1 |
| Signify Business Management LLC | Saint Louis, MO | Jan 2021 - Current | 3 |
| Signify Wealth LLC | Saint Louis, MO | Mar 2015 - Current | 9 |
| Saxony Securities Inc. | St. Louis, MO | Jan 2015 - Aug 2018 | 3 |
| Next Wealth LLC | Saint Louis, MO | Jan 2015 - Mar 2015 | < 1 |
| Strategic Partners Wealth Management LLC | St. Louis, MO | Dec 2011 - Jan 2015 | 3 |
| National Planning Corporation | St. Louis, MO | Dec 2011 - Jan 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2003 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2006 |
- MO
- TX
-
Total Assets Under Management218MILLIONS
-
Total Number of Accounts297ACCOUNTS
-
Average Account Value$735,310
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, FL, GA, IL, LA, MO, NC, SC, TN, TX, VA
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