Stephanie
Slappendel-Modean
Arbor Point Advisors
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About this Advisor
Stephanie Slappendel-Modean is a financial advisor based in Windsor, Connecticut, working with Arbor Point Advisors. Stephanie has previously held positions at Dress For Success Hartford, Usi Advisors, Inc, Usi Consulting Group, Securities America, Inc, Osaic Wealth, Inc, and Arbor Point Advisors. Stephanie has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Connecticut. Currently, Stephanie is part of Arbor Point Advisors, which operates out of Windsor, Connecticut. The firm has 147 offices and 2,643 employees. The firm manages assets totaling $6.9 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Arbor Point Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Arbor Point Advisors Brokerage Details
$6,929,575,682
2,643
28,010
$247,396
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Stephanie Slappendel-Modean Work History
Osaic Wealth, Inc
Arbor Point Advisors
Securities America, Inc
Usi Consulting Group
Usi Advisors, Inc
Dress For Success Hartford
Usi Consulting Group
Disclosures
Please visit the SEC profile of Stephanie Slappendel-Modean to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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