Kathleen
Stepp
Stepp & Rothwell Inc
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About this Advisor
Kathleen Stepp is a certified financial planner based out of Overland Park, Kansas who has 28 years of relevant experience. Stepp works at Stepp & Rothwell Inc. They have spent their complete time as a financial advisor at Stepp & Rothwell Inc. Stepp holds a Series 65 license, designating them as an investment advisor representative, and is approved to operate in Kansas and Utah. Stepp & Rothwell Inc is a registered investment business that has its headquarters in Overland Park, KS. The firm has a total of 22 employees. It controls $773 million in assets across its 2,215 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 2,215 accounts, 75% belong to high-net-worth clients who have at least $1 million in assets. The advisory firm provides a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules vary depending on the services. However, fees charged by Stepp & Rothwell Inc likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stepp & Rothwell Inc Brokerage Details
$772,903,072
22
2,215
$348,940
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kathleen Stepp Work History
Kathleen has been registered as a financial advisor for 28 years.*
Stepp & Rothwell, 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 Kathleen Stepp 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 Stepp & Rothwell Inc
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
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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.
