Unclaimed Profile

Stephen Fletcher Mixon

INVESTMENT PROFESSIONALS, INC.·SAN ANTONIO, Texas

SIE, Series 4, Series 6, Series 7, Series 12, Series 24, Series 52TO, Series 53, Series 63, Series 65Clean record25 years registeredINVESTMENT PROFESSIONALS, INC.

16414 SAN PEDRO AVENUE, SAN ANTONIO, TX 78232CRD# 1620967Firm CRD# 30184

Profile Verification

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

Identity

Stephen Fletcher Mixon · SAN ANTONIO, TX

Registration

CRD #1620967 · INVESTMENT PROFESSIONALS, INC. · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INVESTMENT PROFESSIONALS, INC.

EDWARD JONES

Feb 2019 – Oct 2023

SAN ANTONIO, TX

FROST INVESTMENT SERVICES

Jan 2017 – Oct 2018

SAN ANTONIO, TX

INVESTMENT PROFESSIONALS, INC.

Jan 2013 – Oct 2015

SAN ANTONIO, TX

BBVA WEALTH SOLUTIONS INC.

Oct 2010 – Aug 2012

HOUSTON, TX

ST JOHNS WEALTH MANAGEMENT

Mar 2010 – Oct 2010

SAN ANTONIO, TX

BBVA COMPASS INVESTMENT SOLUTIONS, INC.

Feb 2010 – Mar 2010

SAN ANTONIO, TX

WELLS FARGO INVESTMENTS, LLC

Dec 2000 – Jan 2010

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 12

Series 24

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · December 13, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INVESTMENT PROFESSIONALS, INC.

CRD 30184 · SEC 801-67704

AUM

$761M

Regulatory assets under management

Employees

178

4,708 client accounts

Services offered by INVESTMENT PROFESSIONALS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INVESTMENT PROFESSIONALS, INC. →

Introduction

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Frequently Asked Questions

What services does Stephen Fletcher Mixon offer?

Stephen Fletcher Mixon specializes in Financial Planning, Investment Management, Wealth Management.

What are Stephen Fletcher Mixon's credentials?

Stephen Fletcher Mixon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Fletcher Mixon located?

Stephen Fletcher Mixon is based in SAN ANTONIO, Texas, last registered with INVESTMENT PROFESSIONALS, INC..

How does Stephen Fletcher Mixon charge for services?

Stephen Fletcher Mixon's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INVESTMENT PROFESSIONALS, INC.?

INVESTMENT PROFESSIONALS, INC. has approximately 178 employees and manages $761M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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