Stephanie Irene Larson
Investment adviser representative at Winans Investments
11 yearsExperience
2 statesRegistered in
$305.6MFirm assets
33 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
11 years in the industry.
- Winans InvestmentsFeb 2020 to now
- Franklin Templeton InvestmentsJan 2018 to Feb 2020
- Bank of the West, Bnp Paribas AffiliateNov 2015 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, NV).
Winans Investments
Legal name: Winans International
$305.6MAssets managed
276Clients
5Advisers
33 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
- 5044167
- Firm CRD
- 107125