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Justin S Waisner

Statheros Financial Solutions, Inc.

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About Justin S Waisner

Justin Waisner is an Investment Advisor Representative at Statheros Financial Solutions, Inc. Justin has been in the financial services industry for over 5 years. Justin earned a Series 65 license in April 2022, and specializes in Financial Planning, Pension Consulting, and Portfolio Management for Individuals. Justin holds a degree from Azusa Pacific University. Statheros Financial Solutions, Inc. is a registered investment advisor that provides a variety of financial services, including financial planning, pension consulting, and portfolio management. The firm manages over $705 million in assets for individual and institutional clients.

Firm Information

Justin Waisner is currently registered with Statheros Financial Solutions, Inc.. Statheros Financial Solutions, Inc. is an investment advisor headquartered in EL DORADO HILLS, CA, with approximately $705,224,308 in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and other investment advisors.
Statheros Financial Solutions, Inc.

1107 INVESTMENT BLVD., STE. 135

EL DORADO HILLS, CA 95762

$705.22M

Assets Under Management

Not reported

Total Clients

9

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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percentage of assets

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

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Justin Waisner’s Registration & Firm History

CA

04/23/2022 - Present

Statheros Financial Solutions, Inc. (EL DORADO HILLS CA)

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Licenses & Designations

IA

Issued 04/22/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin S Waisner.
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