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Tamara Sue Stelting

ALLOS INVESTMENT ADVISORS, LLC·OVERLAND PARK, Kansas
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12980 FOSTER STREET, OVERLAND PARK, KS 66213CRD# 7429235Firm CRD# 155541
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About

Tamara Sue Stelting is a registered financial advisor based in OVERLAND PARK, Kansas, affiliated with ALLOS INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

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

Firm Overview

Firm
ALLOS INVESTMENT ADVISORS, LLC
ALLOS INVESTMENT ADVISORS, LLC
AUM
$51M
Regulatory assets under management
Employees
7
Total firm employees
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7429235
Firm CRD# 155541
No disclosures on file
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Frequently Asked Questions

What services does Tamara Sue Stelting offer?
Tamara Sue Stelting specializes in Financial Planning, Investment Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are Tamara Sue Stelting's credentials?
Tamara Sue Stelting is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tamara Sue Stelting located?
Tamara Sue Stelting is based in OVERLAND PARK, Kansas, working with ALLOS INVESTMENT ADVISORS, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does Tamara Sue Stelting charge for services?
Tamara Sue Stelting's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLOS INVESTMENT ADVISORS, LLC?
ALLOS INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $51M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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