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Steven James King

King Financial Planning & Management, LLC

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About Steven James King

Steven James King is a financial professional with over 15 years of experience. Steven is registered as an Investment Advisor Representative (IAR) in Colorado. Steven has a Series 65 license and holds the Certified Financial Planner designation. Steven is currently employed by King Financial Planning & Management, LLC in Colorado Springs, CO. King Financial Planning & Management, LLC provides financial planning and management services for individuals and businesses. They also offer educational seminars for the community. Steven's firm specializes in financial planning services for individuals and small businesses.

Firm Information

Steven King is currently registered with King Financial Planning & Management, LLC. King Financial Planning & Management, LLC is an investment advisor with 1 investment advisor representative. They provide financial planning and educational seminars. They serve individuals other than high-net-worth individuals.

Not reported

Assets Under Management

Not reported

Total Clients

1

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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Steven King’s Registration & Firm History

CO

02/02/2009 - Present

King Financial Planning & Management, LLC (COLORADO SPRINGS CO)

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Licenses & Designations

IA

Issued 06/23/2005

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven James King.
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