Steven T Wilkinson
Investment adviser representative at 3(38) Investment Fiduciaries
13 yearsExperience
2 statesRegistered in
$1BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
Experience
13 years in the industry.
- Fiducion LLCMar 2026 to now
- (k)quoteAug 2019 to now
- 3(38) Investment FiduciariesOct 2018 to now
- Monarch Plan AdvisorsNov 2013 to now
- Cambridge Investment Research Advisors, IncAug 2014 to Dec 2017
- Cambridge Investment Research, IncAug 2014 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
3(38) Investment Fiduciaries
Legal name: 3(38) Investment Fiduciaries Inc.
$1BAssets managed
207Clients
2Advisers
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
- 5294043
- Firm CRD
- 298053