Stephen
Sievers
Truewealth Advisors, LLC
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About this Advisor
Stephen Sievers is a financial advisor based out of Birmingham, Alabama, with 4 years of industry experience. Sievers is an advisor for Truewealth Advisors, LLC. Their career trajectory has included roles at Sievers & Co. Pc, Proequities, Inc and Truewealth Advisors, LLC. Sievers holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Alabama. Truewealth Advisors, LLC is an advisory company headquartered in Birmingham, AL. The company has offices in nine locations and a total of 20 advisors. It has $307 million in assets among its 1,142 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm serves one charities and foundations. Of its 1,142 accounts, 28% are held by high-net-worth clients who have more than $1 million in investable assets. The company has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice largely depend on the type of services offered. However, fees billed by Truewealth Advisors, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Truewealth Advisors, LLC Brokerage Details
$306,522,968
20
1,142
$268,409
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Stephen Sievers Work History
Stephen has been registered as a financial advisor for 4 years.*
Truewealth Advisors, LLC
Sievers & Co. Pc
Proequities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephen Sievers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Truewealth Advisors, LLC
Birmingham, AL
Birmingham, AL
Huntsville, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Gulf Shores, AL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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