Stephen Frederick Horstmann

Employer firm

Rtd Financial Advisors Inc CRD 110744

$2.72B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2018 → 10/2020
  Bluesky Wealth Advisors, Llc
  New Bern, NC
• 09/2016 → 12/2017
  Ttu It Technology Support
  Lubbock, TX
• 08/2013 → 12/2017
  Texas Tech University
  Lubbock, TX
• 05/2017 → 08/2017
  Fjy Financial
  Reston, VA
• 12/2017 → 08/2018
  None
  West Chester, PA
• 08/2013 → 12/2017
  Student
  Lubbock, TX
• 12/2017 → 08/2018
  Unemployed
  West Chester, PA
• 11/2020 → 12/2021
  Bluesky Wealth Advisors, Llc
  New Bern, NC
• 01/2022 → 06/2024
  Rtd Financial
  Philadelphia, PA
• 07/2024 → Present
  Rtd Financial Advisors Inc
  Philadelphia, PA

Previous Registrations

• 2020-01-27 → 2021-12-22
  Bluesky Wealth Advisors, Llc
  New Bern, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-27

Designations

• Certified Financial Planner

Other Names

• Stephen F Horstmann