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APTUS FINANCIAL LLC
APTUS FINANCIAL LLC
APTUS FINANCIAL, LLC
5 registered advisors
·
CRD# 280033
SEC# 801-120751
9
501-907-1993
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
9
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Other
Compensation
Subscription fees
03
Specialties
Financial Planning
04
Advisors at APTUS FINANCIAL LLC
5 registered advisors
Charles Matthew Duncan
LITTLE ROCK, Arkansas
CFA
CRD# 3073476
Linda Bessette
LITTLE ROCK, Arkansas
CRD# 6813721
Sarah Catherine Gutierrez
LITTLE ROCK, Arkansas
CFP
CRD# 3246817
Stephanie Robichaux Matthews
LITTLE ROCK, Arkansas
CRD# 7325731
Timothy John Quillin
LITTLE ROCK, Arkansas
CFA
CRD# 2933473
05
Office Locations
LITTLE ROCK, Arkansas
5 advisors
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Data sourced from SEC Form ADV filings. APTUS FINANCIAL LLC (CRD# 280033) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.