Steven P. Van Metre

ATLAS FINANCIAL ADVISORS

Winter Garden, FL

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CRD#: 4994543

Professional summary

Steven Paul Van Metre, CFP® is a registered financial advisor currently at ATLAS FINANCIAL ADVISORS, INC. located in Winter Garden, Florida.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Steven has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 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.

Steven Paul Van Metre is a licensed insurance agent, and the owner of Bakersfield Retirement- Bakersfield, CA Investment related - Insurance agent - Start date 07/2001

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Paul Van Metre'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^®

Certified Financial Planner

Start date: 2015

Experience

Current

April 3, 2012 - Present

ATLAS FINANCIAL ADVISORS, INC.

RIA

CRD#: 160276

Winter Garden, FL

Past

June 3, 2010 - March 30, 2012

PACIFIC FINANCIAL STRATEGIES, INC

RIA

CRD#: 151434

THOUSAND OAKS, CA

Past

August 28, 2008 - November 20, 2008

BROKERSXPRESS LLC

RIA

CRD#: 127081

BAKERSFIELD, CA

Past

August 28, 2008 - November 20, 2008

BROKERSXPRESS LLC

CRD#: 127081

CHICAGO, IL

Past

November 10, 2006 - September 4, 2008

CAPITAL FINANCIAL SERVICES, INC.

RIA

CRD#: 8408

BAKERSFIELD, CA

Past

December 12, 2005 - September 4, 2008

CAPITAL FINANCIAL SERVICES, INC.

CRD#: 8408

BAKERSFIELD, CA

Past

November 3, 2005 - November 15, 2005

USA FINANCIAL SECURITIES LLC

CRD#: 103857

ADA, MI

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".

ATLAS FINANCIAL ADVISORS, INC.

CRD#: 160276 / SEC#: 801-120944

RIA

Registered Investment Advisory firm - (4/23/2021 Approved)

California

Registered Investment Advisory firm - (7/17/2021 Terminated)

Idaho

Registered Investment Advisory firm - (6/21/2021 Terminated)

Indiana

Registered Investment Advisory firm - (6/18/2021 Terminated)

Texas

Registered Investment Advisory firm - (6/17/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(4/3/2012)

IAR

Florida
(5/5/2022)

IAR

Indiana
(2/2/2021)

IAR

Texas
(4/21/2014)

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: 11/9/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/1/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 11/2/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ATLAS FINANCIAL ADVISORS, INC.

CRD#: 160276 / SEC#: 801-120944

RIA

Registered Investment Advisory firm - (4/23/2021 Approved)

California

Registered Investment Advisory firm - (7/17/2021 Terminated)

Idaho

Registered Investment Advisory firm - (6/21/2021 Terminated)

Indiana

Registered Investment Advisory firm - (6/18/2021 Terminated)

Texas

Registered Investment Advisory firm - (6/17/2021 Terminated)

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Contact information

Main Address

2126 5th Avenue, Oroville, CA 95965

Mailing Address

Phone number

(530) 589-2515

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/12/2025)

Regulatory assets under management

Total Number of Accounts	985
AUM (Assets Under Management)	$ 107,762,356

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

Steven P. Van Metre

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Paul Van Metre's CRS (Customer Relationship Summary).

Certified licenses

Experience

PACIFIC FINANCIAL STRATEGIES, INC

BROKERSXPRESS LLC

BROKERSXPRESS LLC

CAPITAL FINANCIAL SERVICES, INC.

CAPITAL FINANCIAL SERVICES, INC.

USA FINANCIAL SECURITIES LLC

Primary Firm SEC Registration

ATLAS FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/9/2006

Series 63

Date: 11/1/2005

Series 6

Date: 11/2/2005

Current Firm

ATLAS FINANCIAL ADVISORS, INC.

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ATLAS FINANCIAL ADVISORS, INC.

TRUST BUT VERIFY

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