Stevan Michael Vaughan
Investment adviser representative at Financial Counseling, Inc.
25 yearsExperience
1 stateRegistered in
$100.1MFirm assets
7 yearsFirm 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
25 years in the industry.
- Financial Counseling, Inc.Jun 2003 to now
- Financial Counseling, Inc. (fci)Jun 1993 to now
- Broker Dealer Financial ServicesOct 2013 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (OH).
Financial Counseling, Inc.
$100.1MAssets managed
417Clients
3Advisers
7 yearsIn 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
- 2488424
- Firm CRD
- 119969