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Stephen Edward Rischall

Navalign, LLC

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About Stephen Edward Rischall

Stephen Rischall is a financial advisor at Navalign, LLC in Encino, California. Stephen has been in the industry for over 10 years and holds the Series 7, Series 66 and SIE licenses. Stephen has experience working with individuals and families, and has a strong focus on financial planning. Stephen is also a Certified Financial Planner. Stephen has worked at several firms including Waddell & Reed, Inc, LPL Financial Corporation, and SagePoint Financial, Inc. before joining Navalign, LLC.

Firm Information

Stephen Rischall is currently registered with Navalign, LLC. Navalign, LLC is a Registered Investment Advisor headquartered in Encino, CA. The firm primarily provides financial planning, pension consulting, and portfolio management for individuals and businesses. As of their most recent filing, Navalign manages approximately $553,684,830 in assets for 1,685 clients. The firm's client base includes high-net-worth individuals, corporations, pension and profit-sharing plans, and individuals other than high-net-worth.
Navalign, LLC

15910 VENTURA BLVD

ENCINO, CA 91436

$553.68M

Assets Under Management

8

Total Clients

7

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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 Rischall’s Registration & Firm History

CA

01/30/2019 - Present

Navalign, LLC (ENCINO CA)

CA

10/22/2013 - 08/03/2015

SAGEPOINT FINANCIAL, INC. (SHERMAN OAKS CA)

CA

11/04/2009 - 10/25/2013

WADDELL & REED, INC. (SHERMAN OAKS CA)

CA

12/11/2008 - 11/09/2009

LPL FINANCIAL CORPORATION (VALENCIA CA)

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Licenses & Designations

BOTH

Issued 03/03/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/03/2015

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Edward Rischall.
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