Stephen Paul Solverson

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2006 → 08/2023
  Hantz Financial Services
  Southfield, MI
• 08/2023 → Present
  Raymond James & Associates
  Rochester, MI

Previous Registrations

• 2011-02-02 → 2023-08-30
  Hantz Financial Services, Inc.
  Clinton Township, MI
  Clinton Township, MI
  Romeo, MI

Other Businesses

(1)Name of Business: 2015 Rochester Rattlers Purple Address: 1653 Traceky , Rochester Hills, MI, 48306, United States Activity Type: Non profit Position/Title: Other Investment Related: Yes Start Date: 08/29/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the assistant coach for my sons Travel Hockey Team

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-10-29
• S63 Uniform Securities Agent State Law Examination
  2007-06-19

Designations

• Certified Financial Planner
• Chartered Financial Consultant