Stephen
Black

Arbor Point Advisors

CRD#4273023
Investment Advisor
in Overland Park, KS

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Stephen Black is a financial advisor operating out of Overland Park, Kansas who has 6 years of relevant experience. Black is on the advisory team at Arbor Point Advisors. Throughout their career, Black has worked at Vsr Advisory Services, Vsr Financial Services, Inc, Summit Brokerage Services, Inc, Summit Financial Group, Inc, Arbor Point Advisors and Securities America, Inc. Black holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to advise clients in Kansas, Missouri and Texas. Arbor Point Advisors is a financial advisory business operating out of La Vista, NE. The investment advisory business has offices in 138 locations and a total of 1,844 financial advisors. It controls $6 billion in total assets between its 30,789 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 30,789 customer accounts, just 7% belong to high-net-worth investors who have at least $1 million in investable assets. Arbor Point Advisors provides a number of services, including 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. Financial advisory fees usually are based on which services the firm provides the client. However, fees billed by Arbor Point Advisors likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7304 West 130Th St Suite 350
Overland Park, KS 66213

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.

Arbor Point Advisors Brokerage Details

Total Assets Under Management

$6,428,973,356

KS Average: $1,978,216,465
Total Number of Employees

1,844

KS Average: 226
Total Number of Accounts

30,789

KS Average: 7,467
Average Account Size

$208,807

KS Average: $264,928

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

Stephen Black Work History

Stephen has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Arbor Point Advisors

2017 - Present (7 years)

Securities America, Inc

2016 - 2017 (1 year)

Summit Brokerage Services, Inc

2016 - 2017 (1 year)

Summit Financial Group, Inc

2009 - 2016 (7 years)

Vsr Advisory Services

2008 - 2016 (8 years)

Vsr Financial Services, 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 Stephen Black 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 Arbor Point Advisors

Dwight O'Hara
Deer Lodge, MT
Timothy Ingalls
Windsor, CT
Matthew Pulsipher
Vancouver, WA
James Bell
Spokane, WA
Cassie Diamond
Portland, OR
Scott Mahan
Klamath Falls, OR
G Lowe
Vancouver, WA

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started