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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Edward Kruchten is a financial advisor with over 30 years of experience in the industry. Stephen has been registered with Raymond James Financial Services Advisors, Inc. since 2013. Stephen has a strong track record of providing investment advice to a diverse clientele, including high-net-worth individuals, corporations, and retirement plans. Stephen is also a registered investment advisor in Minnesota. Stephen is committed to providing clients with personalized financial advice and investment strategies that are tailored to meet their individual needs and goals.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
12/23/2013 - Present
Raymond James Financial Services Advisors, Inc. (ST.PETERSBURG FL)
MN
01/24/2008 - 08/07/2009
INVEST FINANCIAL CORPORATION (ST. PAUL MN)
NC
06/28/2005 - 01/03/2008
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
CA
12/13/2000 - 07/06/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
12/14/2000 - 08/12/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
09/03/1999 - 05/07/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
03/11/1998 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
NA
01/30/1998 - 02/23/1998
NORWEST INVESTMENT SERVICES, INC.
NY
05/17/1996 - 02/02/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
03/27/1992 - 05/22/1996
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
NY
11/03/1988 - 03/26/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
04/29/1987 - 11/10/1988
IRI SECURITIES CORPORATION
IA
Issued 06/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/30/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1990
Series 3 - National Commodity Futures Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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