Steven Paul Van Metre

Current Employers

Employment History

• 10/2001 → Present
  Steven Van Metre Financial
  Winter Garden, FL
• 03/2012 → 07/2026
  Atlas Financial Advisors, Inc.
  Winter Garden, FL
• 11/2025 → Present
  Quantum Wealth Advisors Llc
  Winter Garden, FL

Previous Registrations

• 2012-04-03 → 2026-06-30
  Atlas Financial Advisors, Inc.
  Winter Garden, FL
  Bakersfield, CA
  Oroville, CA
  Winter Garden, FL
• 2010-06-03 → 2012-03-30
  Pacific Financial Strategies, Inc
  Thousand Oaks, CA
• 2008-08-28 → 2008-11-20
  Brokersxpress Llc
  Bakersfield, CA
  Bakersfield, CA
• 2006-11-10 → 2008-09-04
  Capital Financial Services, Inc.
  Bakersfield, CA
  Bakersfield, CA
  Fresno, CA

Other Businesses

1) Steven Paul Van Metre is a licensed insurance agent, and the owner of Bakersfield Retirement- Bakersfield, CA Investment related - Insurance agent - Start date 10/2001 2) SVM Capital LLC; Location of the business: 500 WESTOVER DR #10693 SANFORD NC 27330 USA; Description of the business: Steven Van Metre is the sole owner of SVM Capital LLC, a limited liability company formed for the purpose of receiving compensation from Quantum. The LLC does not provide investment advisory services, does not solicit clients, and does not hold itself out to the public as an investment adviser. ; Position Title: Managing Memeber; Start date with business: 2026-04-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; 3) YouTube; investment related: No; Description: Steven Van Metre produces a YouTube Channel related to the investment advisory industry. Steven Van Metre receives economic benefits from third-party issuers of securities who sponsor the YouTube Channel. Such benefits are contingent upon the third-party issuers being identified as sponsors of the YouTube Channel. Currently, QWA and Steven Van Metre do not recommend the types of products issued by the YouTube Channel sponsors. Steven Van Metre will always act in the best interest of his clients consistent with his fiduciary duty as an investment adviser representative.; Start date with business: 2026-07-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 6; Percentage of total yearly compensation expected to be derived from the business: 50;

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-11-09
• S63 Uniform Securities Agent State Law Examination
  2005-11-01