Michael R. Stevens

STEVENS GROUP WEALTH COACHES D/B/A ALASKA ADVISORS

Las Vegas, NV 89120

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CRD#: 6883310

Professional summary

Michael Rhen Stevens, who also goes by Michae Rhen Stevens, is a registered financial advisor currently at STEVENS GROUP WEALTH COACHES, INC. D/B/A ALASKA ADVISORS located in Las Vegas, Nevada.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Michael has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michae Rhen Stevens

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.

Name of other business: Stevens Group CPAs No - not investment related Address: same 327 E. Fireweed Nature: CPA Firm Position: Owner Title: Owner/President

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Rhen Stevens'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

June 12, 2020 - Present

STEVENS GROUP WEALTH COACHES, INC. D/B/A ALASKA ADVISORS

Office #1: 3161 E. Warm Springs Road Suite 200, Las Vegas, NV 89120

RIA

CRD#: 309344

Las Vegas, NV

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

Alaska
(6/12/2020)

IAR

Nevada
(6/10/2024)

IAR

Texas
(6/7/2024)

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

Current Firm

STEVENS GROUP WEALTH COACHES, INC. D/B/A ALASKA ADVISORS

ALASKA ADVISORS | STEVENS GROUP WEALTH COACHES, INC. D/B/A ALASKA ADVISORS | STEVENS GROUP WEALTH COACHES, INC. | ALASKA ADVISORS, INC.

CRD#: 309344 / SEC#:

Alaska

Registered Investment Advisory firm - (5/22/2020 Approved)

Nevada

Registered Investment Advisory firm - (6/7/2024 Approved)

Texas

Registered Investment Advisory firm - (5/28/2024 Conditional Restricted)

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Contact information

Main Address

327 E Fireweed Lane Ste 201, Anchorage, AK 99503

Mailing Address

Phone number

(907) 562-3968

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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Michael R. Stevens

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Rhen Stevens's CRS (Customer Relationship Summary).

Certified licenses

Experience

STEVENS GROUP WEALTH COACHES, INC. D/B/A ALASKA ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

STEVENS GROUP WEALTH COACHES, INC. D/B/A ALASKA ADVISORS

Contact information

Documents

Red Flags

Company Information

STEVENS GROUP WEALTH COACHES, INC. D/B/A ALASKA ADVISORS

TRUST BUT VERIFY

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