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Stephanie Oiler

Stephanie Oiler

BANGOR, ME 04401-5439
Some features on this profile are disabled
CRD#: 6703994
Stephanie Oiler
Stephanie Oiler

Professional summary

Stephanie Oiler, who also goes by Stephanie Ann Forsing, Stephanie Ann Oiler, was a registered financial advisor .

Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Stephanie had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Services Offered

Women's Financial Strategies
Estate & Legacy Planning
Retirement Planning

Aliases

Stephanie Ann Forsing | Stephanie Ann Oiler

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.
Business Ownership; RPWM Partners, LLC; Owner; Manage Ameriprise Business; 262 South River Rd, Bedford, NH, 03110; Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours / o Rise Tax Strategies, LLC; Co-owner; Tax Preparation; P O Box 847, Merrimack, NH, 03054; Not Investment-Related; 07/01/2026; 0 hours per month; 0 during trading hours. Board of Directors; Maine Women's Conference; Board Member; 363 Maine Mall Rd, Portland, ME, 04106; Not Investment-Related; 05/12/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Production Services of Maine; Usher people to their assigned seats or scanning tickets at entrance; I used to volunteer at the Bangor Waterfront concerts as an usher, this year they added us to payroll. It will be less than $500 annual compensation; 275 Fourth St, Old Town, ME, 04468; Not Investment-Related; 06/16/2023; 1 to 9 hours per month; 0 during trading hours / RPWM Partners LLC; Co-owner; Manage advisory business; 262 South River Rd, Suite 201, Bedford, NH, 03110; Investment-Related; 01/14/2022; 60 hours per month; 60 during trading hours.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

September 10, 2026 - Present

Office #1: 277 State St Ste 3, Bangor, ME 04401-5439
BANGOR, ME
Past

January 14, 2022 - September 25, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Hermon, ME
Past

January 14, 2022 - September 25, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
BANGOR, ME
Past

April 14, 2017 - January 18, 2022

EDWARD JONES

RIA
CRD#: 250
Bangor, ME
Past

December 12, 2016 - January 18, 2022

EDWARD JONES

BD
CRD#: 250
Bangor, ME

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
Maine
(9/10/2026)

Exams

What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 2/14/2017
Uniform Combined State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 12/12/2016
General Securities Representative Examination

Current firm

No current employment

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

No current employment

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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