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Stephen M Erken

MAXELE ADVISORS, LLC·WEBSTER GROVES, Missouri
Clean recordMAXELE ADVISORS, LLC
20 ALLEN AVENUE, WEBSTER GROVES, MO 63119CRD# 1773459Firm CRD# 165129

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen M Erken · WEBSTER GROVES, MO
Registration
CRD #1773459 · MAXELE ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen M Erken is a registered financial advisor based in WEBSTER GROVES, Missouri, affiliated with MAXELE ADVISORS, LLC. 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
Introduction

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03

Firm Overview

Firm
MAXELE ADVISORS, LLC
MAXELE ADVISORS, LLC
AUM
$154M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MAXELE ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1773459
Firm CRD# 165129
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen M Erken offer?
Stephen M Erken specializes in Financial Planning, Investment Management. Contact their office in WEBSTER GROVES, Missouri for a consultation.
What are Stephen M Erken's credentials?
Stephen M Erken is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen M Erken located?
Stephen M Erken is based in WEBSTER GROVES, Missouri, working with MAXELE ADVISORS, LLC. Their office serves clients in the WEBSTER GROVES metropolitan area and surrounding communities.
How does Stephen M Erken charge for services?
Stephen M Erken'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 MAXELE ADVISORS, LLC?
MAXELE ADVISORS, LLC has approximately 2 employees and manages $154M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)MANCHESTER (37)COLUMBIA (31)JEFFERSON CITY (19)ST. PETERS (16)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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