Ross Burkhart Lehman
Investment adviser representative at Stepp & Rothwell Inc
11 yearsExperience
1 stateRegistered in
$1.1BFirm assets
28 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.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Stepp & Rothwell, Inc.Jan 2018 to now
- NoneJan 2017 to Dec 2017
- Notre DameAug 2015 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (KS).
Stepp & Rothwell Inc
$1.1BAssets managed
340Clients
6Advisers
28 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
- 7039200
- Firm CRD
- 107999