Curtis L. Stowers
F5 FINANCIAL PLANNING, L.L.C.
Naperville, IL
Some features on this profile are disabled
CRD#: 6011385
Professional summary
Curtis Louis Stowers, CFP®, who also goes by Curt Stowers, is a registered financial advisor currently at F5 FINANCIAL PLANNING, L.L.C. located in Naperville, Illinois.
Curtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Curtis has worked at 3 firms and has passed the Series 65 exam.
Biography
Curt Stowers is a Certified Financial Planner. He is a graduate from the University of Illinois where he earned a BS, MS and PhD in Industrial Engineering. He’s a husband, father of three, an avid outdoorsman, and a follower of Christ.
Curt’s goal as a financial planner is to ensure that families, corporate executives, and entrepreneurs have a comprehensive financial plan in place to reach their life goals. With 18 years of experience as a corporate executive and having owned a Subway franchise for over a decade, he knows how to provide practical, first-hand perspectives in the financial planning process.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Business Succession Planning
Estate Planning
Retirement Income Management
Investment Planning
Retirement Planning
Tax Planning
Insurance Planning
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Entrepreneurs
High Net Worth Client Needs
Investment Advice with Ongoing...
Middle Income Client Needs
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Curt Stowers
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.
2004-PRESENT/MIDWEST BUSINESS VENTURES/LAKIN, KS/OWNER & LANDLORD/NOT INVESTMENT RELATED/SUBWAY RESTAURANT FRANCHISE/INVOLVES TWO HRS OR LESS PER MONTH AND GENERALLY DURING NON-MARKET HOUR BASIS.
CRS (Client Relationship Summary) - RIA
Click below to view Curtis Louis Stowers'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®
CFP®
Start date: 2014
Experience
Current
March 31, 2014 - Present
F5 FINANCIAL PLANNING, L.L.C.
RIA
CRD#: 170674
Naperville, IL
Past
February 22, 2013 - February 26, 2014
SEBOLD CAPITAL MANAGEMENT, INC
RIA
CRD#: 122941
NAPERVILLE, IL
Past
February 7, 2012 - December 31, 2012
F5 FINANCIAL PLANNING, LLC
RIA
CRD#: 160219
NAPERVILLE, IL
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".
F5 FINANCIAL PLANNING, L.L.C.
F5 FINANCIAL PLANNING, L.L.C. | F5 FINANCIAL PLANNING, LLC
CRD#: 170674 / SEC#: 801-122310
RIA
Registered Investment Advisory firm - (9/17/2021 Approved)Florida
Registered Investment Advisory firm - (9/24/2021 Terminated)Georgia
Registered Investment Advisory firm - (10/1/2021 Terminated)Illinois
Registered Investment Advisory firm - (10/5/2021 Terminated)Texas
Registered Investment Advisory firm - (9/24/2021 Terminated)Washington
Registered Investment Advisory firm - (12/10/2021 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
Illinois(3/31/2014)
IAR
Texas(9/11/2017)
Current Firm
F5 FINANCIAL PLANNING, L.L.C.
F5 FINANCIAL PLANNING, L.L.C. | F5 FINANCIAL PLANNING, LLC
CRD#: 170674 / SEC#: 801-122310
RIA
Registered Investment Advisory firm - (9/17/2021 Approved)Florida
Registered Investment Advisory firm - (9/24/2021 Terminated)Georgia
Registered Investment Advisory firm - (10/1/2021 Terminated)Illinois
Registered Investment Advisory firm - (10/5/2021 Terminated)Texas
Registered Investment Advisory firm - (9/24/2021 Terminated)Washington
Registered Investment Advisory firm - (12/10/2021 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Naperville, IL
Mailing Address
Phone number
(309) 370-5577
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 545 |
| AUM (Assets Under Management) | $ 135,394,153 |
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.
