Steven Stratton (CRD# 1368111) is an Investment Advisor Representative working at Cornerstone Securities LLC in Overland Park, KS and has over 28 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cornerstone Securities LLC | Overland Park, KS | Nov 2019 - Current | 4 |
| Steven M. Stratton Dba Sns Global, Inc. | Morgan Hill, CA | Aug 1984 - Current | 39 |
| Planmember Securities Corporation | Carpinteria, CA | Oct 2017 - Nov 2019 | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2006 - Oct 2015 | 9 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jun 2006 - Oct 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2001 |
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Total Assets Under Management99MILLIONS
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Total Number of Accounts600ACCOUNTS
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Average Account Value$165,000
- 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
- Selection of other advisers (including private fund managers)
CA, FL, IL, KS, MO, NC, OR, TX
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