Stephen Edward Rischall
Investment adviser representative at Navalign, LLC
8 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$731.9MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Navalign, LLCDec 2018 to now
- Jewish Federation of Los AngelesJan 2013 to now
- Carter Jacobs, LLCJun 2018 to Dec 2018
- 1080 Financial GroupJul 2015 to Jun 2018
- San Fernando Valley JayceesNov 2010 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Navalign, LLC
$731.9MAssets managed
716Clients
8Advisers
20 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
- 5215325
- Firm CRD
- 119919