Stephens Planning & Design

Finance · Oregon, United States · 1-10 Employees

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Overview

Headquarters

8157 SW Campion Ct, Beaverton, Oregon, 9...

Phone Number

(503) 501-7397

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Stephens Planning & Design

Stephens Planning offers a free Financial Viewpoint quality control check provided by Curtis Stephens, an independent fiduciary advisor. The company aims to assist clients in evaluating their financial strategies and ensuring they align with their goals. Their services are designed for individuals seeking expert financial advice and oversight. By focusing on fiduciary standards, they prioritize the best interests of their clients.Explore more
Stephens Planning & Design's Social MediaPopular SearchesStephens Planning & Design LLCOr Stephens Planning Design LLCStephens PlanningStephens Planning LLCSIC Code 62,628NAICS Code 52,523Show more

Stephens Planning & Design Org Chart

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Chief Financial Officer

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stephens Planning & Desig...

<$5M
1-10
Private
-
2009
JS
June StephensChief Financial Officer
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
<$5M
1-10
Private
-
2022
Michael Sharber, Manager Partner, Wealth Advisor at Polaris Private Wealth
Michael SharberManager Partner, Wealth Advisor
<$5M
1-10
Private
-
2001
JW
John WilliamsFounder & President
<$5M
1-10
Private
-
2020
JR
Jay RameyRegistered Representative - Investment Advisor Representative
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Stephens Planning & Design is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Stephens Planning & Design is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Stephens Planning & Design.

Stephens Planning & Design Tech Stack

A closer look at the technologies used by Stephens Planning & Design

Stephens Planning & Design News & Media

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Frequently Asked Questions Regarding Stephens Planning & Design

What is Stephens Planning & Design's official website?
Stephens Planning & Design's official website is www.stephensplanning.com
What is Stephens Planning & Design's Revenue?
Stephens Planning & Design's revenue is <$5 Million
What is Stephens Planning & Design's SIC code?
Stephens Planning & Design's SIC: 62,628
What is Stephens Planning & Design's NAICS code?
Stephens Planning & Design's NAICS: 52,523
How many employees does Stephens Planning & Design have?
Stephens Planning & Design has 1-10 employees
What industry does Stephens Planning & Design belong to?
Stephens Planning & Design is in the industry of: Finance, Securities Trading
What is Stephens Planning & Design competition?
Stephens Planning & Design top competitors include: Greenwood Capital Associates, Alternity Investment Advisors, Ironwood Wealth Management, Polaris Private Wealth
What technology does Stephens Planning & Design use?
Some of the popular technologies that Stephens Planning & Design uses are: WooCommerce, WordPress.org, PHP, Google Font API
Who is the CFO of Stephens Planning & Design?
Stephens Planning & Design's CFO is June Stephens
How do I contact Stephens Planning & Design?
Stephens Planning & Design contact info: Phone number: (503) 501-7397 Website: www.stephensplanning.com
What does Stephens Planning & Design do?

Stephens Planning offers a free Financial Viewpoint quality control check provided by Curtis Stephens, an independent fiduciary advisor. The company aims to assist clients in evaluating their financial strategies and ensuring they align with their goals. Their services are designed for individuals seeking expert financial advice and oversight. By f... ocusing on fiduciary standards, they prioritize the best interests of their clients.Read More

What are Stephens Planning & Design social media links?
Stephens Planning & Design Linkedin page
Is Stephens Planning & Design a public company?
Stephens Planning & Design is private company therefore does not currently have an official ticker symbol
See more information about Stephens Planning & Design

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