Stephen W. Brimacombe

STATE LINE WEALTH MANAGEMENT

OVERLAND PARK, KS 66210

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CRD#: 2590390

Professional summary

Stephen Wesley Brimacombe is a registered financial advisor currently at STATE LINE WEALTH MANAGEMENT located in Overland Park, Kansas.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Stephen has worked at 9 firms and has passed the Series 65, Series 63, Series 3, Series 57TO, SIE, Series 55, Series 7 and Series 24 exams.

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.

1) State Line Capital LLC - Investment related - Olathe, KS, - Commodity Pool Operator - Managing Member - 11/2023 - 80 - 80 - General Partner of commodity pool. 2) 12/18/2013: BRIM DOG LLC - INVESTMENT RELATED - KANSAS CITY, MISSOURI - REAL ESTATE RENTAL - TIME SPENT 1% - MY WIFE AND I OWN 1 RENTAL HOUSE. THE RENTERS ARE NOT CUSTOMERS OR ADVISORS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Wesley Brimacombe'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®

None

Experience

Current

June 26, 2024 - Present

STATE LINE WEALTH MANAGEMENT

Office #1: 9393 West 110th Street 51 Corporate Woods, Suite 500, Overland Park, KS 66210

RIA

CRD#: 330661

OVERLAND PARK, KS

Past

October 13, 2017 - July 16, 2024

IHT WEALTH MANAGEMENT LLC

RIA

CRD#: 171481

Olathe, KS

Past

August 1, 2014 - December 31, 2017

NVISION WEALTH GROUP, LLC

RIA

CRD#: 171952

FAIRWAY, KS

Past

June 19, 2012 - January 16, 2015

INDEPENDENT FINANCIAL PARTNERS

RIA

CRD#: 125112

FAIRWAY, KS

Past

December 16, 2009 - February 2, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

OLATHE, KS

Past

December 16, 2009 - February 2, 2023

LPL FINANCIAL LLC

CRD#: 6413

OLATHE, KS

Past

April 17, 2003 - December 18, 2009

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

MISSION, KS

Past

March 18, 2003 - December 18, 2009

FSC SECURITIES CORPORATION

CRD#: 7461

MISSION, KS

Past

February 2, 2000 - March 17, 2003

PERKINS, SMART & BOYD, INC.

CRD#: 7221

SHAWNEE MISSION, KS

Past

March 5, 1999 - February 7, 2000

GEORGE K. BAUM & COMPANY

CRD#: 36354

KANSAS CITY, MO

Past

May 26, 1998 - March 16, 1999

PERKINS, SMART & BOYD, INC.

CRD#: 7221

SHAWNEE MISSION, KS

Past

April 7, 1995 - June 3, 1998

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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

Kansas
(6/26/2024)

IAR

Missouri
(8/15/2024)

IAR

Texas
(2/4/2025)

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: 4/19/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/13/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 3/8/2024

National Commodity Futures Examination

General Industry/Product Exam

Series 57TO

Date: 1/2/2023

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 10/8/2001

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 4/6/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/8/2007

General Securities Principal Examination

Current Firm

STATE LINE WEALTH MANAGEMENT

STATE LINE WEALTH MANAGEMENT | STATE LINE WEALTH MANAGEMENT, LLC

CRD#: 330661 / SEC#:

Kansas

Registered Investment Advisory firm - (5/31/2024 Approved)

Missouri

Registered Investment Advisory firm - (8/15/2024 Approved)

Texas

Registered Investment Advisory firm - (2/4/2025 Conditional Restricted)

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Contact information

Main Address

9393 West 110th Street 51 Corporate Woods, Suite 500, Overland Park, KS 66210

Mailing Address

Phone number

(913) 207-6529

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	61
AUM (Assets Under Management)	$ 35,045,000

Red Flags

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

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Stephen W. Brimacombe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Wesley Brimacombe's CRS (Customer Relationship Summary).

Certified licenses

Experience

IHT WEALTH MANAGEMENT LLC

NVISION WEALTH GROUP, LLC

INDEPENDENT FINANCIAL PARTNERS

LPL FINANCIAL LLC

LPL FINANCIAL LLC

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

PERKINS, SMART & BOYD, INC.

GEORGE K. BAUM & COMPANY

PERKINS, SMART & BOYD, INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/19/1995

Series 63

Date: 4/13/1995

Series 3

Date: 3/8/2024

Series 57TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 55

Date: 10/8/2001

Series 7

Date: 4/6/1995

Series 24

Date: 3/8/2007

Current Firm

STATE LINE WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STATE LINE WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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