Stephen
Hiltscher
Blakeslee & Blakeslee Financial Advisers Inc
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About this Advisor
Stephen Hiltscher is a financial advisor based in San Luis Obispo, California with 6 years of industry experience. Hiltscher is an employee of Blakeslee & Blakeslee Financial Advisers Inc. The advisor has gained experience at Blakeslee & Blakeslee Financial Advisers Inc and Blakeslee & Blakeslee. Hiltscher maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in California. Blakeslee & Blakeslee Financial Advisers Inc is an advisory business based in San Luis Obispo, CA. The investment advisory business has offices in three locations and a total of seven advisors. It manages $214 million in assets among its 684 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm provides financial advice to four charitable organizations. Of its 684 client accounts, just 8% are associated with high-net-worth clients who have more than $1 million in assets. Blakeslee & Blakeslee Financial Advisers Inc performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually are based on which service is provided. However, fee types billed by Blakeslee & Blakeslee Financial Advisers Inc likely include some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Blakeslee & Blakeslee Financial Advisers Inc Brokerage Details
$214,206,344
7
684
$313,167
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Stephen Hiltscher Work History
Stephen has been registered as a financial advisor for 6 years.*
Blakeslee & Blakeslee Financial Advisers Inc
Blakeslee & Blakeslee
*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 Hiltscher 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 Blakeslee & Blakeslee Financial Advisers Inc
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, 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.
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