Steven Michael Temple
Investment adviser representative at Lonestar Registered Investment Advisors, LLC
10 yearsExperience
2 statesRegistered in
$336.2MFirm assets
3 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- M&m Wealth Management, LLC dba Lonestar Wealth ManagementJul 2026 to now
- Lonestar Registered Investment Advisors, LLCAug 2025 to now
- College Planning Advisors, LLCMay 2017 to Jan 2024
- Pinnacle Investment Advisors, LLC Fka Temple Wealth Mgmt, LLCApr 2017 to Jul 2026
- Temple Financial SolutionsNov 2016 to Jul 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Lonestar Registered Investment Advisors, LLC
$336.2MAssets managed
1,195Clients
10Advisers
3 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
- 2608122
- Firm CRD
- 144200