Inactive

Meridith L Nelson

Stepp & Rothwell Inc

Overland Park, KS

Claim This Profile

Current Employers

Stepp & Rothwell Inc

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-01-29

S65 Uniform Investment Adviser Law Examination

2021-01-29

Designations

View on SEC IAPD

Other Firms

MARINER INDEPENDENT

PCG WEALTH MANAGEMENT

MARINER ADVISOR NETWORK

ASPEN PRIVATE CREDIT MANAGER, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

ALANA DENNEY SCOTT

MARK RICHARD VLASIC

MATTHEW DOUGLAS FISHER

KATRINA DELORES RADENBERG

JAMES KENNETH VIERS

DEANN MICHELE ELMORE

BRETT CHRISTOPHER KUNSHEK

Other Offices

MARINER · OVERLAND PARK, KS

MARINER INDEPENDENT · OVERLAND PARK, KS

MARINER WEALTH · OVERLAND PARK, KS

MARINER · OVERLAND PARK,, KS

PCG WEALTH MANAGEMENT · OVERLAND PARK, KS

MARINER ADVISOR NETWORK · OVERLAND PARK, KS

ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS

AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

More in Overland Park, KS

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor