Stephan William Zehner
Investment adviser representative at Atticus Wealth Management
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$565.3MFirm 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
- Seminars and workshops
Experience
10 years in the industry.
- Atticus Wealth ManagementJan 2021 to now
- Castle Wealth ManagementDec 2018 to Dec 2020
- Pfs Advisors dba Castle Wealth ManagementFeb 2016 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Atticus Wealth Management
Legal name: Atticus Wealth Management, LLC
$565.3MAssets managed
429Clients
8Advisers
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
- 6526012
- Firm CRD
- 296949