Meridith L Nelson
Investment adviser representative at Stepp & Rothwell Inc
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Stepp & Rothwell, Inc.Nov 2021 to now
- UnemployedOct 2020 to Nov 2021
- Osf HealthcareOct 2018 to Sep 2020
- Osf St. Joseph Medical CenterApr 2008 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 8125709
- Firm CRD
- 107999