Steven Wilkinson, financial advisor Simi Valley CA
93 score

Steven Wilkinson

CRD Number: 5294043
Current Firm: Monarch Plan Advisors

Steven Wilkinson (CRD# 5294043) is an Investment Advisor Representative working at Monarch Plan Advisors in Simi Valley, CA and has over 11 years of experience in the finance industry.

Similar Advisors
David Fried, financial advisor Simi Valley CA
David R. Fried
CRD# 2753945
Fried Asset Management, Inc.
Similar Advisors
Morris Amiri, financial advisor Simi Valley CA
Morris M. Amiri
CRD# 4266581
Dash Investments
Similar Advisors
Bonar Chhay, financial advisor Simi Valley CA
Bonar Chhay
CRD# 5037260
Felicitas Investors LLC
Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Aug 2014 - Current 3
Cambridge Investment Research Advisors, Inc. Fairfield, IA Aug 2014 - Current 3
Monarch Corporate Advisors Westlake Village, CA Nov 2013 - Current 4
Financial Telesis Inc. San Rafael, CA Jul 2010 - Aug 2014 4
401k Advisors Westlake Village, CA Oct 2013 - Oct 2013 < 1
401k Advisors Inc. Aliso Viejo, CA Apr 2013 - Oct 2013 < 1
Spach Financial Woodland Hills, CA Jul 2010 - Oct 2013 3
Bank Of America, Na Encino, CA Sep 2009 - Jul 2010 < 1
Merrill Lynch Encino, CA Jul 2008 - Jul 2010 2
Lotter Group Newport Beach, CA Sep 2007 - Jul 2008 < 1
Wells Fargo Investments Simi Valley, CA Feb 2007 - Jul 2008 1
Wells Fargo Bank Simi Valley, CA Mar 2006 - Jul 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Steven T. Wilkinson
Phone Number: 818-444-0376
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.