Stephen M. Luscher

WEALTH WATCH ADVISORS,

Hollywood, FL

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CRD#: 4570582

Professional summary

Stephen Michael Luscher MR., who also goes by Stephen M Luscher, Stephen M. Luscher, Stephen Michael Luscher, is a registered financial advisor currently at WEALTH WATCH ADVISORS, INC located in Hollywood, Florida.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Stephen has worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stephen M Luscher | Stephen M. Luscher | Stephen Michael Luscher

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.

FLORIDA INTERNATIONAL UNIVERSITY, NON INVESTMENT RELATED, PROFESSOR OF COMMUNICATIONS, 60 HRS. STEPHEN LUSCHER, NON INVESTMENT RELATED, HEALTH INSURANCE, AGENT, 80 HRS, 01/2003 - PRESENT NATIONAL EDUCATIONAL SERVICES, 2631 ERIE AVE. STE 11, CINCINNATI OH 45208. NATURE OF BUSINESS: TAX SHELTERED ANNUITY MARKETING AND SALES. AGENT, HOURS PER MONTH: 144, DURING TRADING: 54

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Michael Luscher MR.'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®

None

Experience

Current

February 28, 2025 - Present

WEALTH WATCH ADVISORS, INC

CRD#: 172002 / SEC#: 801-96180

RIA

Registered Investment Advisory firm - (5/6/2015 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

Florida
(2/28/2025)

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: 10/25/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/9/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/24/2002

General Securities Representative Examination

Current Firm

WEALTH WATCH ADVISORS, INC

CRD#: 172002 / SEC#: 801-96180

RIA

Registered Investment Advisory firm - (5/6/2015 Approved)

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Contact information

Main Address

S Valley Hwy 8310, Englewood, CO 80112

Mailing Address

Phone number

(855) 822-3708

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	3,556
AUM (Assets Under Management)	$ 473,650,570

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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Advisor Monitoring

Firm Stability Insights

Stephen M. Luscher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Michael Luscher MR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

LINCOLN INVESTMENT

MM ASCEND LIFE INVESTOR SERVICES, LLC

MM ASCEND LIFE INVESTOR SERVICES, LLC

DOW GOLD CAPITAL MANAGEMENT, LLC

MM ASCEND LIFE INVESTOR SERVICES, LLC

MM ASCEND LIFE INVESTOR SERVICES, LLC

AVANTAX INVESTMENT SERVICES, INC.

INDEPENDENT FINANCIAL GROUP, INC.

INDEPENDENT FINANCIAL GROUP, LLC

SENTRA SECURITIES CORPORATION

SENTRA SECURITIES CORPORATION

Primary Firm SEC Registration

WEALTH WATCH ADVISORS, INC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/25/2024

Series 63

Date: 5/9/2003

Series 7

Date: 11/24/2002

Current Firm

WEALTH WATCH ADVISORS, INC

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTH WATCH ADVISORS, INC

TRUST BUT VERIFY

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