Stephanie Matthews Mitzel
Investment adviser representative at ST. Bernard Financial Services, Inc.
12 yearsExperience
1 stateRegistered in
$136.2MFirm assets
8 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- ST. Bernard Financial Services, Inc.May 2019 to now
- First Allied Advisory Services, Inc.Jun 2014 to May 2019
- First Allied Securities, Inc.Jun 2014 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (AZ).
ST. Bernard Financial Services, Inc.
$136.2MAssets managed
798Clients
30Advisers
8 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
- 4431781
- Firm CRD
- 36956