Stepp & Rothwell Inc.

Stepp & Rothwell Inc. (CRD# 107999) is a financial advisory firm headquartered in Overland Park, KS. They manage $772,903,072 in 2,215 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    773
    MILLION
  • Total Number of Accounts
    2,215
    ACCOUNTS
  • Average Account Value
    $348,940
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, KS, MO, NC, NE, NH, NJ, NY, PA, TX, UT, VA

Financial Advisors at Stepp & Rothwell Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Kenneth J. Eaton
CRD#: 2517750
7300 College Boulevard, Suite 100, Overland Park, KS 66210

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.

2
Amy M. Guerich
CRD#: 6946623
7300 College Boulevard, Suite 100, Overland Park, KS 66210

Amy Guerich (CRD# 6946623) is an Investment Advisor Representative working at Stepp & Rothwell Inc. in Overland Park, KS and has over 5 years of experience in the finance industry.

3
Ross B. Lehman
CRD#: 7039200
7300 College Boulevard, Suite 100, Overland Park, KS 66210

Ross Lehman (CRD# 7039200) is an Investment Advisor Representative working at Stepp & Rothwell Inc. in Overland Park, KS and has over 5 years of experience in the finance industry.

4
Howard R. Rothwell
CRD#: 1429546
7300 College Boulevard, Suite 100, Overland Park, KS 66210

Howard Rothwell (CRD# 1429546) is an Investment Advisor Representative working at Stepp & Rothwell Inc. in Overland Park, KS and has over 38 years of experience in the finance industry.

5
Daniel E. Shay
CRD#: 6060989
7300 College Boulevard, Suite 100, Overland Park, KS 66210

Daniel Shay (CRD# 6060989) is an Investment Advisor Representative working at Stepp & Rothwell Inc. in Overland Park, KS and has over 11 years of experience in the finance industry.

6
Kathleen A. Stepp
CRD#: 2206612
7300 College Boulevard, Suite 100, Overland Park, KS 66210

Kathleen Stepp (CRD# 2206612) 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.

7
Brooklyn Gormly
CRD#: 6664862
7300 College Boulevard, Suite 100, Overland Park, KS 66210

Brooklyn Gormly (CRD# 6664862) is an Investment Advisor Representative working at Stepp & Rothwell Inc. in Overland Park, KS and has over 7 years of experience in the finance industry.

8
Claudia L. Gray
CRD#: 7667589
7300 College Boulevard, Suite 100, Overland Park, KS 66210

Claudia Gray (CRD# 7667589) is an Investment Advisor Representative working at Stepp & Rothwell Inc. in Overland Park, KS and has 1 year of experience in the finance industry.

9
Brooklyn R. Maldonado
CRD#: 7717415
7300 College Boulevard, Suite 100, Overland Park, KS 66210

Brooklyn Maldonado (CRD# 7717415) is an Investment Advisor Representative working at Stepp & Rothwell Inc. in Overland Park, KS and has 1 year of experience in the finance industry.

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