Stephens Planning
Securities offered through Peak Brokerage Services, LLC. Member FINRA/SIPC. Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss.
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2
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3
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- CS
Curtis Stephens
Financial Advisor · Finance & Accounting
EmailPhone - MS
Matthew Steffensmeier
Wealth Management Intern · Finance & Accounting
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Top roles at Stephens Planning
3 distinct titles indexed · top 3 shown.
- 1client service operations
- 1financial advisor
- 1wealth management intern
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