Steven Addison (CRD# 4997781) is an Investment Advisor Representative working at The Ameriflex Group in Sikeston, MO and has over 18 years of experience in the finance industry. Steven Addison 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# 6407622
State Farm Investment Management Corp.
CRD# 1135088
Bagby Wealth Management
CRD# 4567607
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Sikeston, MO | Sep 2023 - Current | < 1 |
| The Ameriflex Group | Las Vegas, NV | Jul 2023 - Current | < 1 |
| Transamerica Financial Advisors, Inc. | Los Angeles, CA | May 2007 - Current | 16 |
| Sagepoint Financial, Inc, | Sikeston, MO | Jul 2023 - Sep 2023 | < 1 |
| Independent Financial Group, LLC | Sikeston, MO | Feb 2018 - Jul 2023 | 5 |
| Signator Investors, Inc. | Sikeston, MO | May 2016 - Feb 2018 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2006 |
- MO
- TX
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Total Assets Under Management6,522MILLIONS
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Total Number of Accounts16,327ACCOUNTS
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Average Account Value$399,485
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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