Wesley J. Stien
Professional summary
Wesley John Stien, CFP®, who also goes by Wes Stien, Wesley J Stien, is a registered financial advisor currently at LODESTAR FINANCIAL MANAGEMENT, LLC located in Arlington, Virginia.
Wesley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Wesley has worked at 5 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Wesley John Stien's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2009
Experience
January 1, 2025 - Present
LODESTAR FINANCIAL MANAGEMENT, LLC
February 25, 2011 - December 31, 2024
LODESTAR FINANCIAL MANAGEMENT, LLC
February 25, 2009 - October 18, 2010
SPC FINANCIAL INC
June 3, 2008 - February 27, 2009
TRIPP FINANCIAL CONSULTANTS, INC.
January 7, 2008 - October 18, 2010
RAYMOND JAMES FINANCIAL SERVICES, INC.
February 5, 2007 - December 10, 2007
UBS FINANCIAL SERVICES INC.
January 22, 2007 - December 10, 2007
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/1/2025)
Exams
Current Firm
LODESTAR FINANCIAL MANAGEMENT, LLC
CRD#: 155689 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 105 |
| AUM (Assets Under Management) | $ 28,900,000 |
Red Flags
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