Statheros Financial Solutions, Inc.

Statheros Financial Solutions, Inc. (CRD# 306217) is a financial advisory firm headquartered in El Dorado Hills, CA. They manage $705,224,308 in 1,294 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    705
    MILLION
  • Total Number of Accounts
    1,294
    ACCOUNTS
  • Average Account Value
    $544,996
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, ID, MO, NV, OH, OR, TX, WA

Financial Advisors at Statheros Financial Solutions, Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Emilie C. Andres
CRD#: 6675792
1107 Investment Blvd., Ste. 135, El Dorado Hills, CA 95762

Emilie Andres (CRD# 6675792) is an Investment Advisor Representative working at Statheros Financial Solutions, Inc. in El Dorado Hills, CA and has over 7 years of experience in the finance industry.

2
Douglas H. Davey
CRD#: 5628072
1107 Investment Blvd., Ste. 135, El Dorado Hills, CA 95762

Douglas Davey (CRD# 5628072) is an Investment Advisor Representative working at Statheros Financial Solutions, Inc. in El Dorado Hills, CA and has over 15 years of experience in the finance industry.

3
Bryan D. Gutierrez
CRD#: 5951048
1107 Investment Blvd., Ste. 135, El Dorado Hills, CA 95762

Bryan Gutierrez (CRD# 5951048) is an Investment Advisor Representative working at Statheros Financial Solutions, Inc. in El Dorado Hills, CA and has over 12 years of experience in the finance industry.

4
Daniel C. Gutierrez
CRD#: 2411599
1107 Investment Blvd., Ste. 135, El Dorado Hills, CA 95762

Daniel Gutierrez (CRD# 2411599) is an Investment Advisor Representative working at Statheros Financial Solutions, Inc. in El Dorado Hills, CA and has 1 year of experience in the finance industry.

5
Jacob R. Parsons
CRD#: 5086534
1107 Investment Blvd., Ste. 135, El Dorado Hills, CA 95762

Jacob Parsons (CRD# 5086534) is an Investment Advisor Representative working at Statheros Financial Solutions, Inc. in El Dorado Hills, CA and has over 18 years of experience in the finance industry.

6
Gregory A. Peterson
CRD#: 5305117
Hailey, ID

Gregory Peterson (CRD# 5305117) is an Investment Advisor Representative working at Statheros Financial Solutions, Inc. in Hailey, ID and has 1 year of experience in the finance industry.

7
David E. Roberts
CRD#: 819616
2107 North 1st Street, Suite 415, San Jose, CA 95131

David Roberts (CRD# 819616) is an Investment Advisor Representative working at Statheros Financial Solutions, Inc. in San Jose, CA and has over 27 years of experience in the finance industry.

8
Michael L. Roberts
CRD#: 5410651
2107 N. 1st Street, Suite 415, San Jose, CA 95131

Michael Roberts (CRD# 5410651) is an Investment Advisor Representative working at Statheros Financial Solutions, Inc. in San Jose, CA and has over 15 years of experience in the finance industry.

9
Kelly L. Roemers
CRD#: 4387930
2107 North 1st Street, Suite 415, San Jose, CA 95131

Kelly Roemers (CRD# 4387930) is an Investment Advisor Representative working at Statheros Financial Solutions, Inc. in San Jose, CA and has over 7 years of experience in the finance industry.

10
Caleb Hilliker
CRD#: 7698590
1107 Investment Blvd., Ste. 135, El Dorado Hills, CA 95762

Caleb Hilliker (CRD# 7698590) is an Investment Advisor Representative working at Statheros Financial Solutions, Inc. in El Dorado Hills, CA and has 1 year of experience in the finance industry.

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