Stepp & Rothwell Inc.

Stepp & Rothwell Inc. (CRD# 107999) is a financial advisory firm headquartered in Overland Park, KS. They manage $557,257,823 in 1,797 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    557
    MILLION
  • Total Number of Accounts
    1,797
    ACCOUNTS
  • Average Account Value
    $310,105
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, KS, MO, NE, PA, TX

Financial Advisors at Stepp & Rothwell Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Todd C. Ericson
CRD#: 2230125
7300 College Boulevard, Suite 100, Overland Park, KS 66210
96
Wealthminder
score

Todd Ericson (CRD# 2230125) is an Investment Advisor Representative working at Stepp & Rothwell Inc. in Overland Park, KS and has over 23 years of experience in the finance industry. Todd Ericson 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.

2
Adam G. Hoopes
CRD#: 2906539
7300 College Boulevard, Suite 100, Overland Park, KS 66210
96
Wealthminder
score

Adam Hoopes (CRD# 2906539) is an Investment Advisor Representative working at Stepp & Rothwell Inc. in Overland Park, KS and has over 19 years of experience in the finance industry. Adam Hoopes 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.

3
Eric D. Jones
CRD#: 4492731
7300 College Boulevard, Suite 100, Overland Park, KS 66210
96
Wealthminder
score

Eric Jones (CRD# 4492731) is an Investment Advisor Representative working at Stepp & Rothwell Inc. in Overland Park, KS and has over 14 years of experience in the finance industry. Eric Jones 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.

4
Bradford P. Mecklenburg
CRD#: 4833893
7300 College Boulevard, Suite 100, Overland Park, KS 66210
96
Wealthminder
score

Bradford Mecklenburg (CRD# 4833893) is an Investment Advisor Representative working at Stepp & Rothwell Inc. in Overland Park, KS and has over 10 years of experience in the finance industry. Bradford Mecklenburg 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.

5
Daniel S. Pontarelli
CRD#: 5762851
7300 College Boulevard, Suite 100, Overland Park, KS 66210
96
Wealthminder
score

Daniel Pontarelli (CRD# 5762851) is an Investment Advisor Representative working at Stepp & Rothwell Inc. in Overland Park, KS and has over 6 years of experience in the finance industry. Daniel Pontarelli 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.

6
Howard R. Rothwell
CRD#: 1429546
7300 College Boulevard, Suite 100, Overland Park, KS 66210
93
Wealthminder
score

Howard Rothwell (CRD# 1429546) is an Investment Advisor Representative working at Stepp & Rothwell Inc. in Overland Park, KS and has over 31 years of experience in the finance industry.

7
Kenneth J. Eaton
CRD#: 2517750
7300 College Boulevard, Suite 100, Overland Park, KS 66210
90
Wealthminder
score

Kenneth Eaton (CRD# 2517750) is an Investment Advisor Representative working at Stepp & Rothwell Inc. in Overland Park, KS and has 1 year of experience in the finance industry. Kenneth Eaton 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.

8
Larissa K. Grantham
CRD#: 5436346
7300 College Boulevard, Suite 100, Overland Park, KS 66210
90
Wealthminder
score

Larissa Grantham (CRD# 5436346) is an Investment Advisor Representative working at Stepp & Rothwell Inc. in Overland Park, KS and has 1 year of experience in the finance industry. Larissa Grantham 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.

9
Jennifer S. Henry
CRD#: 6620781
7300 College Boulevard, Suite 100, Overland Park, KS 66210
90
Wealthminder
score

Jennifer Henry (CRD# 6620781) is an Investment Advisor Representative working at Stepp & Rothwell Inc. in Overland Park, KS and has 1 year of experience in the finance industry. Jennifer Henry 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.

10
Kathleen A. Stepp
CRD#: 2206612
7300 College Boulevard, Suite 100, Overland Park, KS 66210
76
Wealthminder
score

Kathleen Stepp (CRD# 2206612) is an Investment Advisor Representative working at Stepp & Rothwell Inc. in Overland Park, KS and has over 24 years of experience in the finance industry. Kathleen Stepp 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.

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