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Janet Lyn Larsen

Step Financial Services, LLC

Seal Beach, CA

CRD 4579662

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Employer firm

Step Financial Services, LLC CRD 173864

$5.00M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Step Financial Services, Llc

Seal Beach, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-02
  • CA RA
    APPROVED
    Since 2025-10-02

Branch Locations

Seal Beach, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Step Financial Services Llc Downey CA 09/2014 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-01-21
  • S66 Uniform Combined State Law Examination
    2003-01-21
Designations
  • Certified Financial Planner
Other Names
  • Janet Lyn Hodges

View on SEC IAPD

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