Stephen James Wynne
Investment adviser representative at United Advisor Group
10 yearsExperience
1 stateRegistered in
$1.4BFirm assets
3 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- United Advisor GroupJul 2026 to now
- United Advisor Group dba Ko-advisorsJun 2026 to now
- UnemployedJun 2025 to May 2026
- Murphy's PubFeb 2025 to May 2025
- UnemployedOct 2024 to Jan 2025
- MobilityworksMay 2024 to Sep 2024
- Penn Station SubsOct 2023 to Apr 2024
- James A. Wynne LLCJun 2023 to Sep 2023
- The Home DepotMar 2020 to Aug 2023
- UnemployedSep 2019 to Feb 2020
- Hinckley Hills Golf CourseJan 2019 to Aug 2019
- Marc's Grocery StoreMay 2018 to Dec 2018
- UnemployedJun 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
United Advisor Group
Legal name: United Advisor Group, LLC
$1.4BAssets managed
6,600Clients
58Advisers
3 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
- 8302346
- Firm CRD
- 324205