Kenneth
Eaton

Stepp & Rothwell Inc

CRD#2517750
Investment Advisor
in Overland Park, KS

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About this Advisor

Kenneth Eaton is a certified financial planner and chartered financial analyst based out of Overland Park, Kansas with 18 years of industry experience. Eaton works at Stepp & Rothwell Inc. They have spent their complete employment at Stepp & Rothwell Inc. Eaton can work in Kansas. Stepp & Rothwell Inc is a financial advisory business operating out of Overland Park, KS. It has a total of 22 advisors. It controls $773 million in assets between its 2,215 accounts, making it one of the larger firms in the United States by assets under management. Of its 2,215 accounts, 75% belong to high-net-worth investors who have greater than $1 million in assets. Stepp & Rothwell Inc offers 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 the financial services provided. However, fee types billed by Stepp & Rothwell Inc can include asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

7300 College Boulevard Suite 100
Overland Park, KS 66210

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Stepp & Rothwell Inc Brokerage Details

Total Assets Under Management

$772,903,072

KS Average: $2,243,162,756
Total Number of Employees

22

KS Average: 44
Total Number of Accounts

2,215

KS Average: 4,091
Average Account Size

$348,940

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Kenneth Eaton Work History

Kenneth has been registered as a financial advisor for 18 years.*

1995 - Present (29 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 Kenneth Eaton 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

Daniel Shay
Overland Park, KS
Ross Lehman
Overland Park, KS
Brooklyn Gormly
Overland Park, KS
Claudia Gray
Overland Park, KS
Brooklyn Maldonado
Overland Park, KS
Amy Guerich
Overland Park, KS
Howard Rothwell
Overland Park, KS
Kenneth Eaton
Overland Park, KS

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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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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