Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Yager is a financial advisor at Osaic Wealth, Inc. with over 50 years of experience in the financial services industry. Stephen is registered with the state of Kansas and has a variety of designations, including Certified Financial Planner. Stephen has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Stephen specializes in financial planning, pension consulting, educational seminars, and portfolio management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
09/01/2023 - Present
Osaic Wealth, Inc. (WICHITA KS)
KS
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WICHITA KS)
AZ
05/19/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
10/26/1984 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
10/06/1982 - 11/08/1984
BNL SECURITIES INC.
NA
07/10/1978 - 12/08/1982
INDEPENDENT FINANCIAL PLANNERS CORPORATION
NA
09/25/1973 - 08/08/1978
WADDELL & REED, INC.
NA
06/01/1971 - 10/10/1973
UNITED FINANCIAL CORPORATION
IA
Issued 12/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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