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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-26-1995
- Office Locations
- 1
Office Locations
About Stepp & Rothwell INC
Stepp & Rothwell is an objective, comprehensive financial planning and investment advisory firm based in Overland Park, KS. The team provides unbiased guidance across tax, estate and charitable planning, insurance and portfolio construction, using vehicles such as ETFs, mutual funds and fixed income. Led by CPA/CFP and CFA/CFP principals, the firm’s custody relationships include Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KENNETH JOSEPH EATON
DIRECTOR, Managing Partner, President
- CRD
- #2517750
- Ownership
- 50% but less than 75%
AMY MARIE GUERICH
DIRECTOR, Principal, Secretary, TREASURER
- CRD
- #6946623
- Ownership
- 50% but less than 75%
Showing 2 of 4 owners & executives
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Claudia Leeanne Gray
Financial Planner
- CRD
- #7667589
Ross Burkhart Lehman
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- CRD
- #7039200
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $954,395,791 | $491,197 |
| Non-Discretionary | $100,720,900 | $296,238 |
| Total | $1,055,116,691 | $462,162 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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