Steven R. Fehlenberg

SRF FINANCIAL

Marietta, GA 30060

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CRD#: 6570684

Professional summary

Steven Richard Fehlenberg, who also goes by Steven Richard Fehlenberg, Steven Fehlenberg, is a registered financial advisor currently at SRF FINANCIAL, LLC located in Marietta, Georgia.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Steven has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steven Richard Fehlenberg | Steven Fehlenberg

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 R. Fehlenberg is Certified Public Accountant (CPA) providing tax and accounting services through Steven R. Fehlenberg & CO., P.C. Currently, Steven R. Fehlenberg spends less than 10% of his time providing tax and accounting services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Richard Fehlenberg'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®

None

Experience

Current

January 19, 2016 - Present

SRF FINANCIAL, LLC

Office #1: 506 Roswell Street, Se Ste. 310, Marietta, GA 30060

RIA

CRD#: 281580

Marietta, GA

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

Georgia
(1/19/2016)

IAR

Texas
(3/23/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/19/2015

Uniform Investment Adviser Law Examination

Current Firm

SRF FINANCIAL, LLC

CRD#: 281580 / SEC#:

Georgia

Registered Investment Advisory firm - (1/19/2016 Approved)

Texas

Registered Investment Advisory firm - (3/22/2017 Conditional Restricted)

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Contact information

Main Address

506 Roswell Street, Se Ste. 310, Marietta, GA 30060

Mailing Address

Phone number

(770) 801-9500

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Steven R. Fehlenberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Richard Fehlenberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

SRF FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/19/2015

Current Firm

SRF FINANCIAL, LLC

Contact information

Documents

Red Flags

Company Information

SRF FINANCIAL, LLC

TRUST BUT VERIFY

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