Steven W. Medland
TABR CAPITAL MANAGEMENT
Orange, CA 92868
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CRD#: 4421065
Professional summary
Steven Wade Medland, CFP® is a registered financial advisor currently at TABR CAPITAL MANAGEMENT, LLC located in Orange, California.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Steven has worked at 3 firms and has passed the Series 66, Series 3 and Series 7 exams.
Core Areas of Focus
Business Owners
High Net Worth Client Needs
Investment Advice with Ongoing Management
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Biography
Co-founder Steve Medland holds an MBA in Finance from the Wharton School at the University of Pennsylvania, and a Bachelor of Science degree in Marine Engineering Systems from the United States Merchant Marine Academy at Kings Point, New York. Steve is a CERTIFIED FINANCIAL PLANNERTM professional. Prior to joining TABR, Steve served as a submarine officer and nuclear engineer in the United States Navy. He subsequently served as Department Head of Navy Officer Programs from 1997 to 2000, and he currently holds the rank of lieutenant commander in the United States Naval Reserve. After graduating from Wharton in 2002 and prior to co-founding TABR Capital Management, he was a Financial Associate at Prudential Securities/Wachovia Securities.
Steve has been quoted in several major publications, including The Wall Street Journal, BusinessWeek, Newsweek, and U.S. News & World Report. He is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association® (FPA®), and the Paladin Registry, an independent resource for fiduciary investment professionals. Steve is also a regular guest financial planning expert on the Your Money radio program on SiriusXM.
He has helped build seven homes with Habitat for Humanity and currently volunteers with Homes for Our Troops, an organization which builds specially adapted homes for severely injured veterans. Steve is also a volunteer interviewer for the University of Pennsylvania/Wharton School Alumni Interview Program.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Small Business Planning
Retirement Income Management
Investment Planning
What is your minimum asset requirement?
500K
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Wade Medland'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®
Start date: 2007
Experience
Current
April 23, 2004 - Present
TABR CAPITAL MANAGEMENT, LLC
Office #1: 500 N. State College Blvd Suite 1320, Orange, CA 92868RIA
CRD#: 129959
Orange, CA
Past
July 1, 2003 - February 13, 2004
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
April 23, 2003 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
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".
TABR CAPITAL MANAGEMENT, LLC
TABR CAPITAL MANAGEMENT, LLC | TABRM CAPITAL MANAGEMENT, LLC
CRD#: 129959 / SEC#: 801-62650
RIA
Registered Investment Advisory firm - (1/5/2004 Approved)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
California(4/23/2004)
IAR
Texas(4/23/2004)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TABR CAPITAL MANAGEMENT, LLC
TABR CAPITAL MANAGEMENT, LLC | TABRM CAPITAL MANAGEMENT, LLC
CRD#: 129959 / SEC#: 801-62650
RIA
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Contact information
Main Address
500 N. State College Blvd Suite 1320, Orange, CA 92868
Mailing Address
Phone number
(714) 704-9180
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 699 |
| AUM (Assets Under Management) | $ 231,247,341 |
Red Flags
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