SK
Stephen Kepler
from Wealthspire Advisors
Stephen Kepler is a financial advisor based in California, San Rafael,
with 32 years of experience. Stephen currently works for
Wealthspire Advisors.
Stephen maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Stephen Kepler works at Wealthspire Advisors
Wealthspire Advisors is a financial advisory firm based in San Rafael, California. It currently has approximately $2,439,643,544 of assets under management and employs about 44 people. Wealthspire Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
100 Smith Ranch Rd., Suite 300, San Rafael, California, 94903
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