Steven
Harpham
Range Financial Group, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Steven Harpham is a certified financial planner based in Portland, Oregon who has 3 years of industry experience. Harpham currently works for Range Financial Group, LLC. Over the course of their career, Harpham has held roles at Self Employed: Sh And Ph LLC, G.A. Repple & Company, Anderson Fisher LLC Dba Human Investing and Range Financial Group, LLC. Harpham has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona, California, Oregon and Washington. Range Financial Group, LLC is an advisory firm that has its headquarters in Portland, OR. The firm has a total of seven employees. It controls $230 million in total assets among its 288 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm advises one charitable organizations. Of its 288 client accounts, 37% are held by high-net-worth individuals who have greater than $1 million in investable assets. Range Financial Group, LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees largely depend on which services are offered. However, fee types charged by Range Financial Group, LLC most likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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.
Range Financial Group, LLC Brokerage Details
$229,937,383
7
288
$798,394
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Steven Harpham Work History
Steven has been registered as a financial advisor for 3 years.*
Range Financial Group, LLC
Anderson Fisher LLC Dba Human Investing
G.A. Repple & Company
Self Employed: Sh And Ph LLC
*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 Steven Harpham 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 Range Financial Group, LLC
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
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.
