John
Stophel

Sowell Management

CRD#3195581
Investment Advisor
in North Little Rock, AR

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About this Advisor

John Stophel is a financial advisor based in North Little Rock, Arkansas, working with Sowell Management. John has previously held positions at Purshe Kaplan Sterling Investments, Concert Wealth Management, Inc, and Sowell Management Services. John has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, John is part of Sowell Management, which operates out of North Little Rock, Arkansas. The firm has 70 offices and 157 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Sowell Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5320 Northshore Drive
North Little Rock, AR 72118

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Sowell Management Brokerage Details

Total Assets Under Management

$3,329,402,135

AR Average: $880,205,985
Total Number of Employees

157

AR Average: 42
Total Number of Accounts

13,257

AR Average: 1,714
Average Account Size

$251,143

AR Average: $513,539

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

John Stophel Work History

2017 - Present (7 years)

Sowell Management Services

2012 - Present (12 years)

Purshe Kaplan Sterling Investments

2012 - 2017 (5 years)

Concert Wealth Management, Inc

Disclosures

Please visit the SEC profile of John Stophel 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 Sowell Management

Samuel Kornstein
North Little Rock, AR
John Mcmanus
Cayucos, CA
Marty Paul
Gig Harbor, WA
Miki Morrow
North Little Rock, AR
Ramie Khalil
North Little Rock, AR
David Swan
North Little Rock, AR
Joseph Ferris
Colonia, NJ
Brian Randall
North Little Rock, AR

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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