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Stephen C. Hoover

WEALTH PARTNERS
Overland Park, KS 66210
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CRD#: 2775992
SH

Professional summary


Stephen Colburn Hoover is a registered financial advisor currently at WEALTH PARTNERS CORPORATION located in Overland Park, Kansas.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Stephen has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 6 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.
APPLICANT SERVES AS A SALES AGENT FOR VARIOUS INSURANCE COMPANIES - 7101 COLLEGE BLVD, SUITE 720, OVERLAND PARK, KANSAS 66210 - Insurance sales are done under WPC Financial Services, Inc as a Kansas corporation. It is not owned by Wealth Partners Corporation.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Stephen Colburn Hoover'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

July 9, 2004 - Present

WEALTH PARTNERS CORPORATION

Office #1: 7300 W 110th, Ste 700, Overland Park, KS 66210
RIA
CRD#: 129201
Overland Park, KS
Past

February 8, 2005 - March 1, 2006

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
KNOXVILLE, TN
Past

August 5, 2004 - February 2, 2005

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

June 7, 2004 - July 8, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
KANSAS CITY, MO
Past

June 7, 2004 - July 8, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

April 15, 2004 - June 8, 2004

WEALTH PARTNERS CORPORATION

RIA
CRD#: 129201
LEAWOOD, KS
Past

December 1, 2000 - April 8, 2004

COHEN ADVISORY SERVICES,LLC

RIA
CRD#: 115540
LEAWOOD, KS
Past

April 5, 2000 - June 8, 2004

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

June 1, 1998 - April 7, 2000

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

August 8, 1996 - June 1, 1998

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA

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
(7/9/2004)
IAR
Missouri
(7/9/2004)
IAR
Texas
(2/14/2014)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/27/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WP
WEALTH PARTNERS CORPORATION
FINANCIAL ADVISORY SERVICES | WEALTH PARTNERS CORPORATION

CRD#: 129201 / SEC#:

Kansas
Registered Investment Advisory firm - (1/30/2004 Approved)
Missouri
Registered Investment Advisory firm - (4/27/2004 Approved)
Texas
Registered Investment Advisory firm - (2/14/2014 Conditional Restricted)
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Contact information


Main Address
7300 W 110th, Ste 700, Overland Park, KS 66210
Mailing Address
Phone number
(913) 685-3207
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts113
AUM (Assets Under Management)$ 16,851,430

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


WEALTH PARTNERS CORPORATION

CRD#: 129201Overland Park, KS 66210

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