Steven Dabbs, financial advisor Tempe AZ
93 score

Steven Dabbs

CRD Number: 1258864
Current Firm: Onpointe Advisory And Financial Services, LLC

Steven Dabbs (CRD# 1258864) is an Investment Advisor Representative working at Onpointe Advisory And Financial Services, LLC in Tempe, AZ and has over 23 years of experience in the finance industry.

Similar Advisors
Alexander Koury, CFP®, financial advisor Tempe AZ
Alexander G. Koury, CFP®
CRD# 5607498
Householder Group Estate & Retirement Specialists
Similar Advisors
William Newman, financial advisor Tempe AZ
William B. Newman
CRD# 5730023
Newman's Financial Planning
Similar Advisors
James Davis, CFP®, financial advisor Tempe AZ
James R. Davis, CFP®
CRD# 5571675
Woodbury Financial Services, Inc.
Company Name Location Dates Years
Onpointe Advisory And Financial Services, LLC Petaluma, CA Sep 2012 - Current 5
Executive Benefit Plans Inc. Tempe, AZ Jul 2012 - Current 5
Care Options International LLC Tempe, AZ Apr 2012 - Current 5
Arizona Veterans LLC Tempe, AZ Apr 2012 - Current 5
The Safe Money Shop LLC Tempe, AZ Oct 2010 - Current 7
Safe Money Shoppe LLC Tempe, AZ Oct 2010 - Current 7
Parents Plus Placement LLC Tempe, AZ Feb 2010 - Current 7
Legacy Planning Concepts LLC Tempe, AZ May 2009 - Current 8
Charitable Planning Concepts LLC Tempe, AZ Jan 2009 - Current 8
B-usa Insurance Services Tempe, AZ Jan 1998 - Current 19
Benefit Brokers Inc. Tempe, AZ Sep 1994 - Current 23
Brokerage Usa Formerly Benefit Brokers, LLC Tempe, AZ Jan 1985 - Current 32
Legacy Planning Concepts, Llc (152940) Tempe, AZ Feb 2010 - Aug 2012 2
National Senior Advocate Inc. Tempe, AZ Feb 2006 - Oct 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1994
S65 NASAA Investment Advisors Law Examination Dec 2009
Contact Info for Steven M. Dabbs
Phone Number: 800-395-0045
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.


Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.