MS
Mitzie A. Stevens
STRONGTOWER WEALTH MANAGEMENT, PLC
HOT SPRINGS, AR 71901
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CRD#: 5472575
MS
Professional summary
Mitzie A Stevens is a registered financial advisor currently at STRONGTOWER WEALTH MANAGEMENT, PLC located in Hot Springs, Arkansas.
Mitzie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Mitzie has worked at 2 firms and has passed the Series 66, SIE and Series 7 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.
MITZIE STEVENS, CPA, INC, HOT SPRINGS, AR, PRESIDENT, CERTIFIED PUBLIC ACCOUNTANT. DUTIES INCLUDE, BUT ARE NOT LIMITED TO: TAX PREPARATION, FINANCIAL STATEMENTS, PAYROLLS AND PAYROLL REPORT PROCESSING, CONTRACTORS LICENSE, AND ANY OTHER ACCOUNTING FUNCTIONS. 120 HRS/MO, ALMOST ALL DURING TRADING, SINCE 12-20-1990, NON-INVESTMENT RELATED. MSCPA, LLC, HOT SPRINGS, AR, PRESIDENT. THIS IS JUST A TAXABLE ENTITY FOR MY ADVISOR AND CPA INCOME TO FLOW THROUGH. 5 HRS/MO, 0 DURING TRADING, SINCE 2002, NON-INVESTMENT RELATED. IDLENOOK HORSECAMP, LLC. BOLES, AR. OWNER. CAMPGROUND FOR CAMPERS AND HORSES. I HANDLE RESERVATIONS, BUY SUPPLIES, AND DO ACCOUNTING WORK. 10 HRS/MO, 0 DURING TRADING, SINCE 01/2017. NON-INVESTMENT RELATED. MITZIE STEVENS, INSURANCE AGENT, HOT SPRINGS, AR. SALE OF FIXED INSURANCE PRODUCTS. 10 HRS/MO, 10 DURING TRADING HOURS. NON-INVESTMENT RELATED.
CRS (Client Relationship Summary) - RIA
Click below to view Mitzie A Stevens'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®
NoneExperience
Current
April 23, 2018 - Present
STRONGTOWER WEALTH MANAGEMENT, PLC
Office #1: 450 W. Grand Ave, Hot Springs, AR 71901RIA
CRD#: 292882
HOT SPRINGS, AR
Past
March 28, 2008 - April 4, 2018
G. A. REPPLE & COMPANY
RIA
CRD#: 17486
HOT SPRINGS, AR
Past
February 11, 2008 - April 4, 2018
G. A. REPPLE & COMPANY
BD
CRD#: 17486
HOT SPRINGS, AR
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".
SW
STRONGTOWER WEALTH MANAGEMENT, PLC
STRONGTOWER WEALTH MANAGEMENT, PLC
CRD#: 292882 / SEC#: 801-127373
RIA
Registered Investment Advisory firm - (2/23/2023 Approved)Arkansas
Registered Investment Advisory firm - (3/1/2023 Terminated)Louisiana
Registered Investment Advisory firm - (3/6/2023 Terminated)Mississippi
Registered Investment Advisory firm - (3/1/2023 Terminated)Oklahoma
Registered Investment Advisory firm - (3/1/2023 Terminated)Texas
Registered Investment Advisory firm - (3/1/2023 Terminated)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
Arkansas(4/23/2018)
IAR
Louisiana(5/16/2018)
IAR
Texas(12/21/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SW
STRONGTOWER WEALTH MANAGEMENT, PLC
STRONGTOWER WEALTH MANAGEMENT, PLC
CRD#: 292882 / SEC#: 801-127373
RIA
Registered Investment Advisory firm - (2/23/2023 Approved)Arkansas
Registered Investment Advisory firm - (3/1/2023 Terminated)Louisiana
Registered Investment Advisory firm - (3/6/2023 Terminated)Mississippi
Registered Investment Advisory firm - (3/1/2023 Terminated)Oklahoma
Registered Investment Advisory firm - (3/1/2023 Terminated)Texas
Registered Investment Advisory firm - (3/1/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
450 W. Grand Ave, Hot Springs, AR 71901
Mailing Address
Phone number
(501) 623-1141
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 695 |
| AUM (Assets Under Management) | $ 110,500,000 |
Red Flags
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