Stepp & Rothwell Inc.

Stepp & Rothwell Inc. (CRD# 107999) is a financial advisory firm headquartered in Overland Park, KS. They manage $575,019,134 in 1,981 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    575
    MILLION
  • Total Number of Accounts
    1,981
    ACCOUNTS
  • Average Account Value
    $290,267
Compensation Options
  • A percentage of assets under your management
  • 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 - 6 of 6 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 25 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
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 32 years of experience in the finance industry.

3
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.

4
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.

5
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.

6
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 26 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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