Unclaimed Profile

Susan Ann Estep

ESTEP, GEETING, AND WEBER CAPITAL MANAGEMENT,INC.·MISSOULA, Montana

SIE, Series 7, Series 31, Series 63, Series 65Clean record28 years registeredESTEP, GEETING, AND WEBER CAPITAL MANAGEMENT,INC.

432 W SPRUCE ST., MISSOULA, MT 59802CRD# 1636058Firm CRD# 333911

Profile Verification

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

Identity

Susan Ann Estep · MISSOULA, MT

Registration

CRD #1636058 · ESTEP, GEETING, AND WEBER CAPITAL MANAGEMENT,INC. · 28 years registered

Brand Profile

Not yet started

Career History

WILLOW CREEK CAPITAL MANAGEMENT, INC.

Dec 2025 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2019 – Apr 2026

Missoula, MT

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Jan 2010 – Jan 2019

MISSOULA, MT

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 2005 – Feb 2010

MISSOULA, MT

CITIGROUP GLOBAL MARKETS INC.

May 1998 – Sep 2005

MISSOULA, MT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · May 6, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ESTEP, GEETING, AND WEBER CAPITAL MANAGEMENT,INC.

CRD 333911 · SEC 801-131822

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by ESTEP, GEETING, AND WEBER CAPITAL MANAGEMENT,INC.

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ESTEP, GEETING, AND WEBER CAPITAL MANAGEMENT,INC. →

Introduction

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Frequently Asked Questions

What services does Susan Ann Estep offer?

Susan Ann Estep specializes in Investment Management, Fee-Only Advisory. Contact their office in MISSOULA, Montana for a consultation.

What are Susan Ann Estep's credentials?

Susan Ann Estep is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Susan Ann Estep located?

Susan Ann Estep is based in MISSOULA, Montana, working with ESTEP, GEETING, AND WEBER CAPITAL MANAGEMENT,INC.. Their office serves clients in the MISSOULA metropolitan area and surrounding communities.

How does Susan Ann Estep charge for services?

Susan Ann Estep's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ESTEP, GEETING, AND WEBER CAPITAL MANAGEMENT,INC.?

ESTEP, GEETING, AND WEBER CAPITAL MANAGEMENT,INC. has approximately 4 employees. The firm is registered with the SEC as an investment adviser.

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