Stephen James Curran

Employer firm

Curran Financial Partners, LLC CRD 281524

$20.5M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 01/2012 → Present
  Susan Curran Financial
  Dripping Springs, TX
• 02/2008 → 11/2019
  Warrior Class Fitness
  Dripping Springs, TX
• 09/2015 → Present
  Curran Financial Partners
  Dripping Springs, TX

Other Businesses

(1)name of other business: SUSAN CURRAN FINANCIAL whether the business is investment-related: N the address of the other business: 612 W. HWY 290 DRIPPING SPRINGS~TX,78620 the nature of the other business: TAX PREPARATION/ACCOUNTING your position, title, or relationship with the other business: VICE PRESIDENT Start Date of your relationship: 1/2012 the approximate number of hours/month you devote to the other business: 15HRS per month the number of hours you devote to the other business during securities trading hours: 15HRS per month briefly describe your duties relating to the other business: TAX AND ACCOUNTING SERVICES (2)name of the other business: Dripping Springs Columbus Charities whether the business is investment-related: N the address of the other business: 13487 Mesa Verde Dr. Austin TX 78737 the nature of the other business: Charitable Organization your position, title, or relationship with the other business: Board Member the start date of your relationship, 1/1/2020 the approximate number of hours/month you devote to the other business 1 hour per month the number of hours you devote to the other business during securities trading hours 0 briefly describe your duties relating to the other business. Volunteer Board Member (3)name of the other business: Helping Hands Sierra Leone whether the business is investment-related: N the address of the other business: PO Box 537, Dripping Springs TX 78620 the nature of the other business: Charitable Organization your position, title, or relationship with the other business: Registered Agent the start date of your relationship: February 2020 the approximate number of hours/month you devote to the other business <1 PER MONTH the number of hours you devote to the other business during securities trading hours 0 3) Front Line EMS Title: Fireline EMTB Duties: Provide standby Emergency Medical Services to Wildland Fire personnel on Federal wildland fires Mountain Home, ID Sep 2024 This is a contract position as needed. There are no specific hours per month. The intent is to do it as my vacation time in the summer.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-11-06
• S63 Uniform Securities Agent State Law Examination
  2013-02-15

Other Names

• Steve Curran