Stephen Robert Stipe
Investment adviser representative at Wealth Management Solutions
30 yearsExperience
3 statesRegistered in
$106.3MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Wealth Management Solutions LLCJul 2018 to now
- Stephen StipeJul 1996 to now
- Sms Financial & Investment ManagementDec 1998 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 3 states (KS, OK, TX).
Wealth Management Solutions
Legal name: Wealth Management Solutions LLC
$106.3MAssets managed
168Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2229770
- Firm CRD
- 296875