Unclaimed Profile

Steve Lee Tepper

NORTHSTAR FINANCIAL PLANNERS, INC.·PLANTATION, Florida

Series 65Clean record18 years registeredNORTHSTAR FINANCIAL PLANNERS, INC.

1250 S. PINE ISLAND ROAD, PLANTATION, FL 33324CRD# 5424187Firm CRD# 131507

Profile Verification

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

Identity

Steve Lee Tepper · PLANTATION, FL

Registration

CRD #5424187 · NORTHSTAR FINANCIAL PLANNERS, INC. · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NORTHSTAR FINANCIAL PLANNERS, INC.

NORTHSTAR FINANCIAL PLANNERS, INC.

Jan 2008 – Jan 2025

PLANTATION, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 2, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTHSTAR FINANCIAL PLANNERS, INC.

CRD 131507 · SEC 801-79605

AUM

$250M

Regulatory assets under management

Employees

905 client accounts

Services offered by NORTHSTAR FINANCIAL PLANNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at NORTHSTAR FINANCIAL PLANNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Steve Lee Tepper offer?

Steve Lee Tepper specializes in Financial Planning, Investment Management.

What are Steve Lee Tepper's credentials?

Steve Lee Tepper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steve Lee Tepper located?

Steve Lee Tepper is based in PLANTATION, Florida, last registered with NORTHSTAR FINANCIAL PLANNERS, INC..

How does Steve Lee Tepper charge for services?

Steve Lee Tepper'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 NORTHSTAR FINANCIAL PLANNERS, INC.?

NORTHSTAR FINANCIAL PLANNERS, INC. has approximately 8 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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