Stephanie Marie Bates
Investment adviser representative at Alliant Securities, Inc. Turner, Nord, Kienbaum
28 yearsExperience
7 statesRegistered in
$300MFirm assets
5 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
28 years in the industry.
- Alliant Securities, Inc. Turner, Nord, KienbaumNov 2016 to now
- Alliant Securities, IncMar 1998 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 7 states (AZ, CA, ID, MT, OR, UT, WA).
Alliant Securities, Inc. Turner, Nord, Kienbaum
Legal name: Alliant Securities, Inc.
$300MAssets managed
711Clients
6Advisers
5 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
- 2821379
- Firm CRD
- 7726