Unclaimed Profile

Tamara Sue Stelting

ALLOS INVESTMENT ADVISORS, LLC·OVERLAND PARK, Kansas

Series 65Clean record4 years registeredALLOS INVESTMENT ADVISORS, LLC

12980 FOSTER STREET, OVERLAND PARK, KS 66213CRD# 7429235Firm CRD# 155541

Profile Verification

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

Identity

Tamara Sue Stelting · OVERLAND PARK, KS

Registration

CRD #7429235 · ALLOS INVESTMENT ADVISORS, LLC · 4 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALLOS INVESTMENT ADVISORS, LLC

ALLOS INVESTMENT ADVISORS, LLC

Aug 2024 – Mar 2026

OVERLAND PARK, KS

SEARCY FINANCIAL SERVICES, INC.

Aug 2024 – Mar 2026

OVERLAND PARK, KS

FAMILY INVESTMENT CENTER

Sep 2021 – Mar 2024

Lenexa, KS

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 21, 2021

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALLOS INVESTMENT ADVISORS, LLC

CRD 155541 · SEC 801-72028

AUM

$51M

Regulatory assets under management

Employees

752 client accounts

Services offered by ALLOS INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALLOS INVESTMENT ADVISORS, LLC →

Introduction

Speak with Tamara

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Tamara is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in OVERLAND PARK?

Browse all registered financial advisors in OVERLAND PARK, Kansas or claim this profile if it's yours.

Browse OVERLAND PARK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Tamara Sue Stelting offer?

Tamara Sue Stelting specializes in Financial Planning, Investment Management.

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, last registered with ALLOS INVESTMENT ADVISORS, LLC.

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →