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Stephen Atwood Kepler

Wealthspire Advisors

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About Stephen Atwood Kepler

Stephen Atwood Kepler is a financial advisor at Wealthspire Advisors. Stephen has been in the financial services industry since 1992, and holds a Series 7 and Series 63 license. Stephen is also a Certified Financial Planner. Prior to joining Wealthspire Advisors, Stephen worked at Aspirirant LLC, Private Ocean, and Mosaic Financial Partners. Stephen specializes in working with high-net-worth individuals, corporations, and charitable organizations. He offers financial planning, portfolio management, and selection of other advisors.

Firm Information

Stephen Kepler is currently registered with Wealthspire Advisors. Wealthspire Advisors is an investment advisor based in NEW YORK, NY. They have 155 investment adviser representatives and manage $21,691,716,165 in regulatory assets under management. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. They serve high-net-worth individuals, corporations or other businesses, charitable organizations, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities.
Wealthspire Advisors

521 FIFTH AVENUE

NEW YORK, NY 10175

$21.69B

Assets Under Management

300

Total Clients

173

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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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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Stephen Kepler’s Registration & Firm History

CA

08/29/2024 - Present

Wealthspire Advisors (San Rafael CA)

CA

04/28/2010 - 02/07/2013

WEEDEN & CO.L.P. (GREENBRAE CA)

CA

02/05/2009 - 05/06/2010

PALI CAPITAL, INC. (GREENBRAE CA)

CA

07/22/1992 - 01/22/2009

JEFFERIES & COMPANY, INC. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 11/30/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/21/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Atwood Kepler.
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