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Steve Lee Tepper

NORTHSTAR FINANCIAL PLANNERS, INC.·PLANTATION, Florida
Unclaimed Profile
1250 S. PINE ISLAND ROAD, PLANTATION, FL 33324CRD# 5424187Firm CRD# 131507
01

About

Steve Lee Tepper is a registered financial advisor based in PLANTATION, Florida, affiliated with NORTHSTAR FINANCIAL PLANNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
NORTHSTAR FINANCIAL PLANNERS, INC.
NORTHSTAR FINANCIAL PLANNERS, INC.
AUM
$250M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at NORTHSTAR FINANCIAL PLANNERS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5424187
Firm CRD# 131507
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steve Lee Tepper offer?
Steve Lee Tepper specializes in Financial Planning, Investment Management. Contact their office in PLANTATION, Florida for a consultation.
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, working with NORTHSTAR FINANCIAL PLANNERS, INC.. Their office serves clients in the PLANTATION metropolitan area and surrounding communities.
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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Other advisors in PLANTATION
Allen Page Giese — NORTHSTAR FINANCIAL PLANNERS, INC.Todd Michael Battaglia — MEG GREEN & ASSOCIATES, INC.Mallory Curian Mangrum — MEG GREEN & ASSOCIATES, INC.Kevin Bernard Mcgann — MEG GREEN & ASSOCIATES, INC.James Sean O'halloran — MEG GREEN & ASSOCIATES, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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