Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Werner has been in the financial services industry since 1988. Currently, Stephen is a Registered Representative at Creative Financial Designs, Inc. Stephen has a broad range of experience and holds a variety of licenses and certifications, including Series 7, 6, 63, 65, and 66. Stephen has worked for a number of firms, including G. A. REPPLE & COMPANY, FREEDOM FINANCIAL, INC. and THRIVENT INVESTMENT MANAGEMENT INC.. Stephen specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
IN
08/04/2014 - Present
Creative Financial Designs, Inc. (KOKOMO IN)
MI
11/25/2003 - 08/05/2014
G. A. REPPLE & COMPANY (SHELBY TOWNSHIP MI)
NE
01/04/2003 - 12/01/2003
FREEDOM FINANCIAL, INC. (OMAHA NE)
MN
08/08/1988 - 01/16/2003
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BOTH
Issued 04/27/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/30/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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