Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Wheeler is a financial advisor who has been working in the industry since 2001. Stephen is registered as an Investment Advisor Representative in California, where Stephen is currently affiliated with Arlington Financial Advisors, LLC. Stephen is a Certified Financial Planner and has a license with NMLS and CAIS as a Real Estate Broker. Stephen has been with Arlington Financial Advisors, LLC since November 2016. Stephen specializes in working with individuals, families, businesses and retirement plans. Stephen also works with pension consulting and selecting other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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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CA
12/01/2016 - Present
Arlington Financial Advisors, LLC (SANTA BARBARA CA)
IA
Issued 10/12/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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