SE
Steve A. Eschbach
KISC
Greenwood Village, CO
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CRD#: 6748859
SE
Professional summary
Steve Allan Eschbach, AIF® is a registered financial advisor currently at KISC, LLC located in Greenwood Village, Colorado.
Steve is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Steve 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.
Bodon, Inc
It is not investment related
9103 E Chenango Ave, Greenwood Vlg, CO 80111
Actuarial Consulting
President and Actuarial Consultant
I started Bodon, Inc on 5/1/2007
About 11 hours per month. 3 hour per month during securities trading hours.
Bodon has one client for which it does health care related actuarial work including IRC 501(c)9 financial review, projections and general plan design.
CRS (Client Relationship Summary) - RIA
Click below to view Steve Allan Eschbach'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®
Experience
Current
June 2, 2017 - Present
KISC, LLC
RIA
CRD#: 286634
Greenwood Village, CO
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
Colorado(6/2/2017)
Current Firm
KL
KISC, LLC
KEEP IT SIMPLE CONSULTING | KISC, LLC
CRD#: 286634 / SEC#:
Colorado
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Contact information
Main Address
Greenwood Village, CO
Mailing Address
Phone number
(720) 336-9596
Established
Firm type
Fiscal year end
# of Employees
2
Red Flags
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