SA
Steven E. Ankerstar
ANKERSTAR WEALTH
LEANDER, TX 78641
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CRD#: 6251545
SA
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.
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.
Steven Eric Ankerstar work on an as needed basis on nights and weekends, only supporting sports broadcasts by providing the play-by-play announcer with timely, relevant real-time statistics to add value during live TV broadcasts. Mr. Ankerstar is paid through a sub-contractor to ESPN named Superior Talent Resources, Inc. and is therefore not a direct employee for ESPN or any other sports networks. Mr. Ankerstar may get hired for broadcasts by additional networks in the future on a case-by-case basis. Mr. Ankerstar has complete control over his schedule so as to not distract from any Ankerstar Wealth, LLC obligations.
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)Upgrade to AdvisorCheck Premium
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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 | 863 |
| AUM (Assets Under Management) | $ 136,398,544 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
