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).
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Total Assets Under Management823MILLION
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Total Number of Accounts2,043ACCOUNTS
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Average Account Value$402,775
- A percentage of assets under your management
- Hourly charges
- 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)
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.