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EH

Edwin R. Hill

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
SPOKANE, WA 99208
Some features on this profile are disabled
CRD#: 1750790
EH

Professional summary


Edwin Robert Hill, CFP® is a registered financial advisor currently at STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC located in Spokane, Washington.

Edwin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Edwin has worked at 4 firms and has passed the Series 63, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
Friends of Spalding, LLC The LLC is investment related but the LLC has been closed to new investors since inception. Mr Hill was never involved in the solicitation of investors. The street address is 8513 Highway 211, Newport, WA 99156. The sole purpose of the LLC is to hold a note with Camp Spalding. Mr Hill serves is a member of and as the managing member of the LLC, commencing December 2011. Approximately 1 hour/month on average is devoted to this business. No time is devoted to this business during securities trading hours. The managing member is responsible for overseeing the administrative activities of the LLC, including updating members on the LLC, notifying and gathering input from members whenever required, filing annual updates and reports, filing the annual tax return, reviewing the accounting by the bookkeeper, Mr. Hill is a member of the Spokane Chapter of the Financial Planning Association. This role is not investment related. The Spokane FPA is a professional organization supporting the financial planning profession and providing continuing education for members. 1212 N WASHINGTON ST STE 220, SUITE 220, SPOKANE, WA, 99201-2441 Mr. Hill is a member of the board serving as Treasurer for Big Table, a non-profit organization serving employees and employers in the hospitality industry. This role is not investment related. The address for Big Table is 827 W 1st Ave., Suite 425, Spokane, WA 99201. Mr. Hill joined the Board of Big Table in 2023. Approximately 3 hours per month are devoted to this activity; no hours are devoted to this activity during trading hours. Mr. Hill's responsibilities are working with other board members and the leadership of Big Table in advising on the overall operations and all matters dealing with the non-profit's finances.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Edwin Robert Hill's CRS (Customer Relationship Summary).
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®

Start date: 1998

Experience


Current

December 12, 2024 - Present

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

Office #1: 7307 N Division St Ste 205, Spokane, WA 99208
RIA
CRD#: 330611
SPOKANE, WA
Past

April 29, 2013 - April 19, 2025

STEWARDSHIP CONCEPTS FINANCIAL SERVICES, LLC

RIA
CRD#: 116679
SPOKANE, WA
Past

April 11, 1988 - February 8, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

October 21, 1987 - April 11, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SC
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

CRD#: 330611 / SEC#: 801-134171

RIA
Registered Investment Advisory firm - (8/14/2025 Approved)
Idaho
Registered Investment Advisory firm - (8/20/2025 Terminated)
Montana
Registered Investment Advisory firm - (8/20/2025 Termination Requested)
Washington
Registered Investment Advisory firm - (9/20/2025 Terminated)

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
Washington
(12/12/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 11/12/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 11/12/1987
National Commodity Futures Examination
General Industry/Product Exam

Current Firm


SC
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

CRD#: 330611 / SEC#: 801-134171

RIA
Registered Investment Advisory firm - (8/14/2025 Approved)
Idaho
Registered Investment Advisory firm - (8/20/2025 Terminated)
Montana
Registered Investment Advisory firm - (8/20/2025 Termination Requested)
Washington
Registered Investment Advisory firm - (9/20/2025 Terminated)
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Contact information


Main Address
7307 N Division St Ste 205, Spokane, WA 99208
Mailing Address
Phone number
(509) 443-0845
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (5 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SCFS ADV PART 2A AUG 2025 (8/20/2025)

Regulatory assets under management


Total Number of Accounts701
AUM (Assets Under Management)$ 106,383,834

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.

Company Information


STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

CRD#: 330611Spokane, WA 99208

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