Unclaimed Profile

Stefan Kip Astheimer

PENSION CONSULTANTS INC·SPRINGFIELD, Missouri

Series 65Clean record4 years registeredPENSION CONSULTANTS INC

300 SOUTH CAMPBELL AVE., SPRINGFIELD, MO 65806CRD# 6173843Firm CRD# 113914

Profile Verification

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

Identity

Stefan Kip Astheimer · SPRINGFIELD, MO

Registration

CRD #6173843 · PENSION CONSULTANTS INC · 4 years registered

Brand Profile

Not yet started

Career History

PMC WEALTH, LLC

Dec 2025 – present

COMMONWEALTH FINANCIAL NETWORK

Apr 2025 – May 2025

GLASTONBURY, CT

DESTINY WEALTH PARTNERS, LLC

Sep 2023 – Jul 2024

Winter Park, FL

ODINGARD CAPITAL MANAGEMENT

Dec 2022 – Feb 2023

TULSA, OK

PENSION CONSULTANTS INC

Jan 2022 – May 2022

SPRINGFIELD, MO

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 20, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PENSION CONSULTANTS INC

CRD 113914 · SEC 801-56704

AUM

$4.4B

Regulatory assets under management

Employees

141 client accounts

Services offered by PENSION CONSULTANTS INC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at PENSION CONSULTANTS INC →

Introduction

Speak with Stefan

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

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

Looking for a financial advisor in SPRINGFIELD?

Browse all registered financial advisors in SPRINGFIELD, Missouri or claim this profile if it's yours.

Browse SPRINGFIELD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Stefan Kip Astheimer offer?

Stefan Kip Astheimer specializes in Investment Management. Contact their office in SPRINGFIELD, Missouri for a consultation.

What are Stefan Kip Astheimer's credentials?

Stefan Kip Astheimer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stefan Kip Astheimer located?

Stefan Kip Astheimer is based in SPRINGFIELD, Missouri, working with PENSION CONSULTANTS INC. Their office serves clients in the SPRINGFIELD metropolitan area and surrounding communities.

How does Stefan Kip Astheimer charge for services?

Stefan Kip Astheimer's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: a percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PENSION CONSULTANTS INC?

PENSION CONSULTANTS INC has approximately 20 employees and manages $4.4B 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 →