Stephen B. Leitzell

AAN WEALTH ADVISORS LLC

Easley, SC

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CRD#: 1016301

Professional summary

Stephen B Leitzell, CFP®, ChFC®, CLU®, who also goes by Stephen B Leitzell, Stephen Bruce Leitzell, Germany Stuttgart, is a registered financial advisor currently at AAN WEALTH ADVISORS LLC located in Easley, South Carolina.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Stephen has worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 22 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stephen B Leitzell | Stephen Bruce Leitzell | Germany Stuttgart

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INCOME & ASSET PRESERVATION, LLC. POSITION: Owner. NATURE: Sales and service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 03/08/2005 ADDRESS: 113 Poinsettia Court, Easley SC 29642 DESCRIPTION: All aspects relating to insurance sales and service.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen B Leitzell's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1987

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

August 16, 2023 - Present

AAN WEALTH ADVISORS LLC

RIA

CRD#: 300652

Easley, SC

Past

November 14, 2018 - June 23, 2023

GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC

RIA

CRD#: 133088

EASLEY, SC

Past

November 6, 2018 - June 23, 2023

GARDEN STATE SECURITIES, INC.

CRD#: 10083

FARMINGDALE, NJ

Past

October 26, 2010 - November 21, 2018

QUESTAR ASSET MANAGEMENT, INC.

RIA

CRD#: 133358

FARMINGDALE, NJ

Past

October 26, 2010 - November 21, 2018

QUESTAR CAPITAL CORPORATION

CRD#: 43100

FARMINGDALE, NJ

Past

October 1, 2010 - October 27, 2010

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

MANASQUAN, NJ

Past

November 6, 2008 - October 11, 2010

LPL FINANCIAL LLC

RIA

CRD#: 6413

MANASQUAN, NJ

Past

November 6, 2008 - October 11, 2010

LPL FINANCIAL LLC

CRD#: 6413

MANASQUAN, NJ

Past

July 14, 2004 - October 3, 2008

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

BRIDGEWATER, NJ

Past

May 3, 1999 - October 3, 2008

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

Past

February 18, 1998 - May 3, 1999

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

October 24, 1997 - February 11, 1998

CENTENNIAL CAPITAL MANAGEMENT, INC.

CRD#: 38988

ATLANTA, GA

Past

April 9, 1997 - December 19, 1997

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

Past

September 6, 1995 - October 2, 1997

CADARET, GRANT & CO., INC.

CRD#: 10641

SYRACUSE, NY

Past

April 24, 1993 - August 1, 1995

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Past

August 10, 1992 - August 1, 1995

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

CRD#: 5181

BOSTON, MA

Past

December 8, 1981 - April 20, 1993

GREEN HILL FINANCIAL SERVICE CORPORATION

CRD#: 4882

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(8/16/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/24/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/14/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/21/1983

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/27/1982

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 22

Date: 10/29/1981

Direct Participation Programs Representative Examination

Current Firm

AAN WEALTH ADVISORS LLC

AAN WEALTH ADVISORS | AAN WEALTH ADVISORS LLC

CRD#: 300652 / SEC#:

Arkansas

Registered Investment Advisory firm - (2/11/2020 Approved)

Louisiana

Registered Investment Advisory firm - (6/25/2024 Approved)

Michigan

Registered Investment Advisory firm - (10/19/2023 Approved)

New Mexico

Registered Investment Advisory firm - (11/6/2023 Approved)

Ohio

Registered Investment Advisory firm - (3/5/2019 Approved)

Oregon

Registered Investment Advisory firm - (8/7/2025 Approved)

South Carolina

Registered Investment Advisory firm - (8/14/2023 Approved)

Tennessee

Registered Investment Advisory firm - (1/30/2020 Approved)

Texas

Registered Investment Advisory firm - (11/27/2023 Approved)

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Contact information

Main Address

4450 Belden Village Ave Nw Suite 704, Canton, OH 44718

Mailing Address

Phone number

(888) 720-0360

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	411
AUM (Assets Under Management)	$ 83,850,258

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Stephen B. Leitzell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen B Leitzell's CRS (Customer Relationship Summary).

Certified licenses

Experience

GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC

GARDEN STATE SECURITIES, INC.

QUESTAR ASSET MANAGEMENT, INC.

QUESTAR CAPITAL CORPORATION

VOYA FINANCIAL ADVISORS, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

GUARDIAN INVESTOR SERVICES LLC

CENTENNIAL CAPITAL MANAGEMENT, INC.

EQUITY SERVICES, INC.

CADARET, GRANT & CO., INC.

SIGNATOR INVESTORS, INC.

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

GREEN HILL FINANCIAL SERVICE CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 5/24/2004

Series 63

Date: 11/14/1984

SIE

Date: 10/1/2018

Series 7

Date: 5/21/1983

Series 6

Date: 7/27/1982

Series 22

Date: 10/29/1981

Current Firm

AAN WEALTH ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AAN WEALTH ADVISORS LLC

TRUST BUT VERIFY

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