Steven L. Sanders

MEASURED FINANCIAL

Roseville, CA 95661

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CRD#: 5135416

Professional summary

Steven Louis Sanders, who also goes by Steven Louis Sanders, Steve Sanders, is a registered financial advisor currently at MEASURED FINANCIAL located in Roseville, California.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Steven has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steven Louis Sanders | Steve Sanders

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) Steven Sanders, Sole proprietor; Yes; Campbell, CA; Insurance services; Insurance Agent; 11/2020; 15/MO; 15/MO (2) Jabrri, LLC dba Grove Biomass; No; Olivehurst, CA; Wood Waste Recycling; Owner/ Manager; 11/2023; 20/MO; 2/MO;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Louis Sanders'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

November 30, 2020 - Present

MEASURED FINANCIAL

Office #1: 3017 Douglas Blvd, Suite 300, Roseville, CA 95661

RIA

CRD#: 305720

Roseville, CA

Past

February 22, 2023 - July 12, 2023

EMERSON EQUITY LLC

CRD#: 130032

SAN MATEO, CA

Past

January 6, 2021 - December 31, 2022

WHITEHALL-PARKER SECURITIES, INC.

CRD#: 10608

Roseville, CA

Past

October 21, 2019 - November 24, 2020

INDEPENDENT FINANCIAL GROUP, LLC

RIA

CRD#: 7717

Roseville, CA

Past

February 25, 2014 - November 24, 2020

INDEPENDENT FINANCIAL GROUP, LLC

CRD#: 7717

Roseville, CA

Past

August 20, 2012 - February 25, 2014

WFG INVESTMENTS, INC.

CRD#: 22704

AUBURN, CA

Past

June 1, 2011 - August 20, 2012

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

AUBURN, CA

Past

August 18, 2010 - June 1, 2011

GIRARD SECURITIES, INC.

CRD#: 18697

ORANGEVALE, CA

Past

July 30, 2007 - August 20, 2010

PACIFIC WEST SECURITIES, INC.

CRD#: 6390

ORANGEVALE, CA

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
(11/30/2020)

IAR

Nevada
(2/9/2023)

IAR

Texas
(8/21/2023)

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: 10/18/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/3/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/26/2007

General Securities Representative Examination

Current Firm

MEASURED FINANCIAL

MEASURED FINANCIAL | TAILORED WEALTH MANAGEMENT, LLC

CRD#: 305720 / SEC#:

California

Registered Investment Advisory firm - (11/20/2019 Approved)

Nevada

Registered Investment Advisory firm - (1/31/2023 Approved)

Texas

Registered Investment Advisory firm - (1/13/2020 Conditional Restricted)

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Contact information

Main Address

3017 Douglas Blvd, Suite 300, Roseville, CA 95661

Mailing Address

Phone number

(916) 975-3700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	453
AUM (Assets Under Management)	$ 57,043,000

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 L. Sanders

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Louis Sanders's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMERSON EQUITY LLC

WHITEHALL-PARKER SECURITIES, INC.

INDEPENDENT FINANCIAL GROUP, LLC

INDEPENDENT FINANCIAL GROUP, LLC

WFG INVESTMENTS, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

GIRARD SECURITIES, INC.

PACIFIC WEST SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/18/2019

Series 63

Date: 12/3/2007

SIE

Date: 10/1/2018

Series 7

Date: 7/26/2007

Current Firm

MEASURED FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MEASURED FINANCIAL

TRUST BUT VERIFY

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