SA
Steven E. Ankerstar
ANKERSTAR WEALTH
LEANDER, TX 78641
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CRD#: 6251545
SA
Steven E AnkerstarANKERSTAR WEALTH
Professional summary
Steven E Ankerstar, CFP® is a registered financial advisor currently at ANKERSTAR WEALTH, LLC located in Leander, Texas.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Steven has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
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.
1) AdvisorStack; Investment related: Yes; 2821 N Ocean Blvd Fort Lauderdale FL 33308; Advisory Board Member; Steven E. Ankerstar, Chief Executive Officer and Chief Compliance Officer of the Firm, serves as a member of the Advisory Board of AdvizorStack, a provider of technology platforms and operational support services to independent registered investment advisers. In this role, Mr. Ankerstar provides strategic guidance and industry input to AdvizorStack. This relationship may present a conflict of interest because AdvizorStack offers services and technology solutions that the Firm could potentially use in its operations or recommend to clients. The Firm’s selection and use of any third-party technology platform or service provider, including AdvizorStack, is based solely on an objective evaluation of factors such as functionality, pricing, reliability, security, integration with existing systems, and overall benefit to clients. The Firm does not receive any compensation, referral fees, or other economic benefit from AdvizorStack in connection with client assets or referrals. No client is obligated to use AdvizorStack or any particular technology platform or service provider.; Start date: 2026-06-01; Hours per month during trading hours: 2; Hours per month outside trading hours: 2.
CRS (Client Relationship Summary) - RIA
Click below to view Steven E Ankerstar'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: 2016
Experience
Current
October 29, 2014 - Present
ANKERSTAR WEALTH, LLC
Office #1: 3835 Cr 175, Unit #840, Leander, TX 78641RIA
CRD#: 170819
LEANDER, TX
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".
AW
ANKERSTAR WEALTH, LLC
AFTERBURNER FINANCIAL, LLC | ANKERSTAR WEALTH, LLC
CRD#: 170819 / SEC#: 801-131782
RIA
Registered Investment Advisory firm - (1/10/2025 Approved)Alabama
Registered Investment Advisory firm - (2/3/2025 Terminated)Arizona
Registered Investment Advisory firm - (2/3/2025 Terminated)California
Registered Investment Advisory firm - (3/5/2025 Terminated)Florida
Registered Investment Advisory firm - (2/3/2025 Terminated)Georgia
Registered Investment Advisory firm - (2/10/2025 Terminated)Louisiana
Registered Investment Advisory firm - (2/3/2025 Terminated)Nevada
Registered Investment Advisory firm - (2/6/2025 Terminated)Ohio
Registered Investment Advisory firm - (2/3/2025 Terminated)Texas
Registered Investment Advisory firm - (2/3/2025 Termination Requested)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
Alabama(3/2/2023)
IAR
Arizona(5/21/2020)
IAR
California(1/3/2023)
IAR
Florida(9/22/2022)
IAR
Georgia(6/4/2021)
IAR
Louisiana(6/6/2017)
IAR
Nevada(4/25/2023)
IAR
Ohio(1/23/2024)
IAR
Texas(10/29/2014)
Current Firm
AW
ANKERSTAR WEALTH, LLC
AFTERBURNER FINANCIAL, LLC | ANKERSTAR WEALTH, LLC
CRD#: 170819 / SEC#: 801-131782
RIA
Registered Investment Advisory firm - (1/10/2025 Approved)Alabama
Registered Investment Advisory firm - (2/3/2025 Terminated)Arizona
Registered Investment Advisory firm - (2/3/2025 Terminated)California
Registered Investment Advisory firm - (3/5/2025 Terminated)Florida
Registered Investment Advisory firm - (2/3/2025 Terminated)Georgia
Registered Investment Advisory firm - (2/10/2025 Terminated)Louisiana
Registered Investment Advisory firm - (2/3/2025 Terminated)Nevada
Registered Investment Advisory firm - (2/6/2025 Terminated)Ohio
Registered Investment Advisory firm - (2/3/2025 Terminated)Texas
Registered Investment Advisory firm - (2/3/2025 Termination Requested)Loading...
Contact information
Main Address
3835 Cr 175, Unit #840, Leander, TX 78641
Mailing Address
Phone number
(512) 614-0085
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 894 |
| AUM (Assets Under Management) | $ 148,495,019 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ANKERSTAR WEALTH, LLC
CRD#: 170819Leander, TX 78641TRUST BUT VERIFY
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