Stephen Paul michael Rhodes
Investment adviser representative at Signify Wealth LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$364.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Signify University LLCMar 2024 to now
- Signify Business Management LLCJan 2021 to now
- Signify Wealth LLCJan 2012 to now
- Saxony Securities IncJan 2015 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Signify Wealth LLC
$364.6MAssets managed
114Clients
2Advisers
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
- 4632846
- Firm CRD
- 160094