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Guy Curtis Stevenson

Momentum Independent Network Inc.

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About Guy Curtis Stevenson

Guy Curtis Stevenson is a financial advisor with Momentum Independent Network Inc. located in Bettendorf, Iowa. Guy has been a registered representative for over 34 years and has been with Momentum Independent Network Inc. since March 2012. Guy holds the Series 6 and Series 63 securities licenses and the SIE exam.

Firm Information

Guy Stevenson is currently registered with Momentum Independent Network Inc.. Momentum Independent Network Inc. is a Corporation registered with the SEC and in 52 states. Founded in 1983, the firm provides financial planning, educational seminars, and publication of periodicals in addition to portfolio management for individuals. Momentum Independent Network Inc. has 139 investment adviser representatives and 76 licensed agents, and manages approximately $1,117,141,327 in assets. The firm participates in wrap fee programs and has disclosed 10 regulatory events and 3 arbitration actions.
Momentum Independent Network Inc.

717 N. HARWOOD STREET

DALLAS, TX 75201

$1.12B

Assets Under Management

10

Total Clients

149

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1 fees

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Guy Stevenson’s Registration & Firm History

IA

03/26/2012 - Present

Momentum Independent Network Inc. (Bettendorf IA)

IA

04/27/1999 - 03/27/2012

ASSIST INVESTMENT MANAGEMENT COMPANY, INC. (BETTENDORF IA)

IA

01/11/1999 - 04/30/1999

NATIONS FINANCIAL GROUP, INC. (CEDAR RAPIDS IA)

KS

10/04/1994 - 01/28/1999

ASSIST INVESTMENT MANAGEMENT COMPANY, INC. (LEAWOOD KS)

IA

10/30/1993 - 10/07/1994

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

NA

11/09/1988 - 10/29/1993

CENTURY INVESTORS OF AMERICA, INC.

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Licenses & Designations

BC

Issued 11/08/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Guy Curtis Stevenson.
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