Unclaimed Profile

Stephan John Miskjian

KPLANS INVESTMENT SERVICES, INC.·VALENCIA, California

Series 7, Series 31, Series 63, Series 65Clean record21 years registeredKPLANS INVESTMENT SERVICES, INC.

27240 TURNBERRY LANE, VALENCIA, CA 91355CRD# 2844720Firm CRD# 135704

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephan John Miskjian · VALENCIA, CA

Registration

CRD #2844720 · KPLANS INVESTMENT SERVICES, INC. · 21 years registered

Brand Profile

Not yet started

Career History

CREATIVE PLANNING

Feb 2026 – present

SAGEVIEW ADVISORY GROUP, LLC

Mar 2022 – present

PENSIONMARK FINANCIAL GROUP, LLC

May 2018 – Mar 2022

Valencia, CA

MISKJIAN INVESTMENT CONSULTING

Oct 2010 – Dec 2015

GLENDALE, CA

STAT INVESTMENT STRATEGIES

Mar 2005 – Dec 2008

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · March 4, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KPLANS INVESTMENT SERVICES, INC.

CRD 135704 · SEC 801-64439

AUM

$77M

Regulatory assets under management

Employees

14 client accounts

Services offered by KPLANS INVESTMENT SERVICES, INC.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at KPLANS INVESTMENT SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Stephan John Miskjian offer?

Stephan John Miskjian specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in VALENCIA, California for a consultation.

What are Stephan John Miskjian's credentials?

Stephan John Miskjian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephan John Miskjian located?

Stephan John Miskjian is based in VALENCIA, California, working with KPLANS INVESTMENT SERVICES, INC.. Their office serves clients in the VALENCIA metropolitan area and surrounding communities.

How does Stephan John Miskjian charge for services?

Stephan John Miskjian's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KPLANS INVESTMENT SERVICES, INC.?

KPLANS INVESTMENT SERVICES, INC. has approximately 5 employees and manages $77M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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