Steven Karl Gissiner
Investment adviser representative at Capital Research & Consulting LLC
21 yearsExperience
1 stateRegistered in
$6BFirm assets
27 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Bks Financial Investments, LLC dba Bks Retirement ServicesOct 2019 to now
- Capital Research and Consulting LLCAug 2009 to now
- Orchard Hills Consulting, LLCJan 2005 to now
- Fiduciary Partners Retirement Group, Inc.,May 2006 to Oct 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
Capital Research & Consulting LLC
$6BAssets managed
20Clients
1Advisers
27 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
- 4547832
- Firm CRD
- 109868