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Emilie Christine Andres

Statheros Financial Solutions, Inc.

El Dorado Hills, CA

CRD 6675792

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Employer firm

Statheros Financial Solutions, Inc. CRD 306217

$926M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Statheros Financial Solutions, Inc.

1107 Investment Blvd., Ste. 135, El Dorado Hills, CA 95762 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-01-18
  • CA RA
    APPROVED
    Since 2022-01-18

Branch Locations

1107 Investment Blvd., Ste. 135, El Dorado Hills, CA 95762 • 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
Gibson Capital Management Roseville CA 06/2016 12/2017
Npb Financial Group, Llc Roseville CA 01/2018 12/2021
Braziel & Associates, Llc Roseville CA 01/2018 12/2021
Statheros Financial Solutions, Inc. El Dorado Hills CA 01/2022 Present
Previous Registrations
  • 2019-03-07 → 2022-03-18
    Braziel & Associates, Llc
    Roseville, CA
  • 2018-02-12 → 2021-12-31
    Npb Financial Group, Llc
    Roseville, CA
  • 2018-10-17 → 2019-04-18
    Braziel & Associates, Llc
    Roseville, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-01
  • S65 Uniform Investment Adviser Law Examination
    2016-08-01
Designations
  • Certified Financial Planner
Other Names
  • Emilie Andres

View on SEC IAPD

Nearby Firms

ARROWROOT FAMILY OFFICE, LLC
LIFEWORKS ADVISORS, LLC
ROSSI FINANCIAL GROUP

Nearby Investors

MICHAEL MURRAY KNITTEL
Eric Christopher Restrepo
PAUL RICHARD ROSSI

Nearby Offices

ARROWROOT FAMILY OFFICE, LLC · EL DORADO HILLS, CA
LIFEWORKS ADVISORS, LLC · EL DORADO HILLS, CA
ROSSI FINANCIAL GROUP · EL DORADO HILLS, CA

More in El Dorado Hills, CA

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