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).
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Total Assets Under Management773MILLION
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Total Number of Accounts2,215ACCOUNTS
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Average Account Value$348,940
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, IL, KS, MO, NC, NE, NH, NJ, NY, PA, TX, UT, VA
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.
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.
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.
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.
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.
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.
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.
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.
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.