Steward Partners Investment Solutions, LLC

Steward Partners Investment Solutions, LLC (CRD# 1254) is a financial advisory firm headquartered in Portland, OR. They manage $822,869,000 in 2,043 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    823
    MILLION
  • Total Number of Accounts
    2,043
    ACCOUNTS
  • Average Account Value
    $402,775
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Steward Partners Investment Solutions, LLC
Showing 1 - 10 of 47 top financial advisors.
1
David R. Balk
CRD#: 1987660
4949 Meadows Road, Suite 400, Lake Oswego, OR 97035

David Balk (CRD# 1987660) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 34 years of experience in the finance industry.

2
Thomas N. Barr
CRD#: 1841229
2 Grand Central Tower, 140 East 45th Street, Floor 36, New York, NY 10017

Thomas Barr (CRD# 1841229) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in New York, NY and has over 28 years of experience in the finance industry.

3
Stephen D. Calder
CRD#: 4764302
4949 Meadows Road, Suite 400, Lake Oswego, OR 97035

Stephen Calder (CRD# 4764302) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 19 years of experience in the finance industry. Stephen Calder 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
Erik S. Clay
CRD#: 5235637
440 Science Drive, Suite 303, Madison, WI 53711

Erik Clay (CRD# 5235637) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Madison, WI and has over 13 years of experience in the finance industry. Erik Clay 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
Marie M. Clow
CRD#: 1630660
4949 Meadows Road, Suite 400, Lake Oswego, OR 97035

Marie Clow (CRD# 1630660) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 32 years of experience in the finance industry.

6
Jed Dewsnup
CRD#: 5110884
500 N Marketplace Drive, Suite 222, Centerville, UT 84014

Jed Dewsnup (CRD# 5110884) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Centerville, UT and has over 17 years of experience in the finance industry.

7
Douglas P. Eikenberry
CRD#: 2371100
4949 Meadows Road, Suite 400, Lake Oswego, OR 97035

Douglas Eikenberry (CRD# 2371100) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 30 years of experience in the finance industry. Douglas Eikenberry 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
David E. Elwood
CRD#: 2443931
100 Campus Drive, Suite 110, Florham Park, NJ 07932

David Elwood (CRD# 2443931) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Florham Park, NJ and has over 29 years of experience in the finance industry. David Elwood 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
Thomas H. Ferrell
CRD#: 3162838
102 19th Street E, Suite 200, Jasper, AL 35501

Thomas Ferrell (CRD# 3162838) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Jasper, AL and has over 25 years of experience in the finance industry. Thomas Ferrell 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
John E. Field
CRD#: 3087232
4949 Meadows Road, Suite 400, Lake Oswego, OR 97035

John Field (CRD# 3087232) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 25 years of experience in the finance industry.

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