Justin
Waisner
Statheros Financial Solutions, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Justin Waisner is a financial advisor operating out of El Dorado Hills, California who has 1 year of industry experience. Waisner is an employee of Statheros Financial Solutions, Inc. During their career, the advisor has held roles at Nugget Market, Folsom Lake College, Azusa Pacific University, Statheros Financial Solutions, Target, Oak Ridge High School and Public School. Waisner maintains a Series 65 license, which qualifies them as an investment advisor representative, and can operate in California. Statheros Financial Solutions, Inc is a business based out of El Dorado Hills, CA. It has a total of 15 financial advisors. It handles $578 million in assets between its 1,223 client accounts, making it one of the larger firms in the United States by assets under management. Of its 1,223 accounts, 19% are held by high-net-worth investors who have greater than $1 million in assets. The advisory firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fee types charged by Statheros Financial Solutions, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Statheros Financial Solutions, Inc Brokerage Details
$578,058,999
15
1,223
$472,657
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Justin Waisner Work History
Justin has been registered as a financial advisor for 1 years.*
Statheros Financial Solutions
Azusa Pacific University
Nugget Market
Folsom Lake College
Target
Oak Ridge High School
Public School
*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 Justin Waisner 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 Statheros Financial Solutions, Inc
El Dorado Hills, CA
El Dorado Hills, CA
El Dorado Hills, CA
San Jose, CA
El Dorado Hills, CA
El Dorado Hills, CA
El Dorado Hills, CA
El Dorado Hills, CA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
