Step Financial Services, LLC
Step Financial Services, LLC (CRD# 173864) is a financial advisory firm headquartered in , . They manage $2,000,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management2MILLION
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Total Number of Accounts20ACCOUNTS
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Average Account Value$100,000
- 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

CA
Janet Larsen (CRD# 4579662) is an Investment Advisor Representative working at Step Financial Services, LLC in Seal Beach, CA and has over 15 years of experience in the finance industry. Janet Larsen 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.
Brian Saylors (CRD# 6464572) is an Investment Advisor Representative working at Step Financial Services, LLC in Seal Beach, CA and has 1 year of experience in the finance industry.