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Inactive

Meridith L Nelson

Stepp & Rothwell Inc

Overland Park, KS

CRD 8125709

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Employer firm

Stepp & Rothwell Inc CRD 107999

$1.06B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Stepp & Rothwell Inc

7300 College Boulevard Suite 100, Overland Park, KS 66210-2301 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-07-10
  • KS RA
    APPROVED
    Since 2025-07-10

Branch Locations

7300 College Boulevard Suite 100, Overland Park, KS 66210-2301 • 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
Stepp & Rothwell, Inc. Overland Park KS 11/2021 Present
Unemployed Normal IL 10/2020 11/2021
Osf Healthcare Peoria IL 10/2018 09/2020
Osf St. Joseph Medical Center Bloomington IL 02/2017 10/2018
Osf St. Joseph Medical Center Bloomington IL 04/2008 02/2017
  • 11/2021 → Present
    Stepp & Rothwell, Inc.
    Overland Park, KS
  • 10/2020 → 11/2021
    Unemployed
    Normal, IL
  • 10/2018 → 09/2020
    Osf Healthcare
    Peoria, IL
  • 02/2017 → 10/2018
    Osf St. Joseph Medical Center
    Bloomington, IL
  • 04/2008 → 02/2017
    Osf St. Joseph Medical Center
    Bloomington, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-29
  • S65 Uniform Investment Adviser Law Examination
    2021-01-29
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

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