Stephen Duane Stech

Current Employers

Employment History

• 08/2015 → 09/2019
  Summit Brokerage Services
  Boise, ID
• 10/2015 → Present
  Cetera Investment Advisers Llc
  Boise, ID
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2019 → 05/2021
  Summit Financial Group Inc
  Boise, ID

Previous Registrations

• 2019-09-05 → 2021-05-20
  Summit Financial Group Inc
  Boise, ID
• 2010-03-26 → 2015-12-23
  J P Turner & Company Capital Management, Llc
  Boise, ID
  Ontario, OR
• 2009-01-26 → 2010-03-30
  Gunnallen Financial, Inc
  Tampa, FL
  Boise, ID
  Tampa, FL
• 2006-11-22 → 2009-01-15
  On Investment Management Co
  Boise, ID
  Cincinnati, OH

Other Businesses

(1) CAPITAL FINANCIAL SOLUTIONS, LLC. BOISE, ID. OWNER, DBA FOR FINANCIAL PLANNING WITH SUMMIT DEVOTE 20 HOURS A WEEK DURING TRADING HOURS; DEVOTE 10 HOURS A WEEK OUTSIDE TRADING. INVESTMENT RELATED, START 04/1994. (2) STEPHEN STECH, BOISE ID, SOLE PROPRIETOR/AGENT, DEVOTE 5 HOURS A WEEK DURING TRADING HOURS, DEVOTE 2 HOURS A WEEK OUTSIDE TRADING HOURS. START 04/2004. NON-INVESTMENT RELATED. (3) CAPITAL ASSET PROPERTIES, LLC BOISE, ID. OWNER, HOLDING COMPANY FOR BRANCH BUILDING, DEVOTE 2 HOURS A WEEK DURING TRADING HOURS, DEVOTE 1 HOUR A WEEK OUTSIDE TRADING HOURS. NON-INVESTMENT RELATED.START 04/2009. (4) MAGELLAN FEDERAL, 2800 SHIRLINGTON ROAD, SUITE 350, ARLINGTON, VA, 22206. PERSONAL FINANCIAL COUNSELOR - BASIC NON-INVESTMENT FINANCIAL COUNSELING OF MILITARY PERSONNEL (SPENDING, DEBT, CREDIT), STARTED 09/2023, 10 HOURS DURING TRADING HOURS AND 10 HOURS DURING NON-TRADING HOURS. NOT INVESTMENT RELATED. (5)SLDEK ENTERPRISES, INC. OWNER - S CORP FOR RECEIPT OF ALL 1099 INCOME. ONE HOUR WEEKLY DURING TRADING HOURS AND ONE HOUR WEEKLY DURING NON-TRADING HOURS. NOT INVESTMENT RELATED (6) GIRL SCOUTS OF SILVER SAGE; INVESTMENT COMMITEE CHAIR; Review investment performance and risk with investment managers, draft investment policy statement, project use of invested funds, and help with RFP. 1 HOUR PER MONTH SPENT ON ACTIVITY; 1 HOUR PER MONTH DURING TRADING HOURS; started 04/01/2015 (7) MDS ACQUISITIONS, LLC; NOT INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; OPERATING ENTITY TO RUN BRANCH OFFICE; MEMBER; STARTED 3/14/2018; APX 5 HOURS/MONTH, APX 5 DURING TRADING; Administrative duties to run the branch office to include pay bills, renew IT contracts, and payroll for office manager. (8) NAME OF OTHER BUSINESS: IDAHO VETERANS NETWORK; INVESTMENT RELATED: NO; ADDRESS: 16832 ABRAM AVE CALDWELL, ID 83607; NATURE OF BUSINESS: NON PROFIT; START DATE: 05/2025; POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD MEETINGS, REVIEW FINANCES, MAKE TACTICAL AND STRATEGIC DECISIONS AFFECTING THE DIRECTIONS OF THE ORGANIZATION; (9) NAME OF OTHER BUSINESS: BRISTOL HEIGHTS NEIGHBORHOOD ASSOCIATION, INC.; INVESTMENT RELATED: NO; ADDRESS: 6149 N MEEKER PL STE 150 BOISE, ID 83713; NATURE OF BUSINESS: HOMEOWNERS ASSOCIATION; START DATE: 09/2025; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: DETERMINE BUDGETS, HOMEOWNERS ASSESSMENT, AND RESERVE STUDY ANALYSIS;

Exams

• S66 Uniform Combined State Law Examination
  2006-02-21
• S63 Uniform Securities Agent State Law Examination
  2004-05-25

Designations

Other Names

• Stephen D Stech