Stephen R Vachon

Current Employers

Employment History

• 05/2004 → 06/2025
  Vachon Financial Group
  Manchester, NH
• 11/2015 → 06/2021
  Voya Financial Advisors
  Manchester, NH
• 06/2021 → 08/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → 08/2025
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2015 → Present
  Vachon Financial Group, Llc Dba Wealthplan Advisor Group
  East Providence, RI
• 08/2025 → Present
  Planmember Securities Corporation
  Carpinteria, CA

Previous Registrations

• 2023-06-29 → 2025-08-08
  Cetera Investment Advisers Llc
  East Providence, RI
• 2021-06-09 → 2023-06-29
  Cetera Wealth Services, Llc
  East Providence, RI
  Beverly, MA
• 2015-11-30 → 2021-06-09
  Voya Financial Advisors, Inc.
  East Providence, RI
  Danvers, MA
  Windsor, CT
  Grafton, MA
• 2006-10-13 → 2015-11-30
  Investors Capital Corp.
  Bristol, RI
  Bristol, RI
  Danvers, MA
  Lynnfield, MA

Other Businesses

1)Vachon Financial Group, LLC dba Wealthplan Advisor Group-172 Taunton Ave., Unit 3, East Providence, RI 02914; Investment related; Securities & insurance sales & svcs; Sr. Wealth Manager, President & CEO; Start date 05/2015; 200 hrs/mnth; 160 hrs/mnth during trading. 2) Olympia Gymnastics Center, LLC-70 Industrial Rd., Cumberland, RI 02864; Noninvestment related; Gymnastics instruction; Owner (50%); Start date 9/2018; 10 hrs/mnth; 0 hrs/mnth during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-10-02
• S63 Uniform Securities Agent State Law Examination
  2001-06-18