Stephen Scott Harper

Employer firm

Advisor Share Wealth Management, LLC CRD 307997

$377M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• COMPREHENSIVE ASSET MANAGEMENT PLATFORM PROVIDER

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

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

Current Employers

Employment History

• 10/2019 → 07/2025
  Simplicity Wealth, Llc
  Summit, NJ
• 08/2012 → Present
  Preservation Wealth Consultants Llc
  Florence, KY
• 08/2012 → Present
  Pwc Insurance Agency Llc
  Florence, KY
• 07/2025 → Present
  Advisor Share Wealth Management
  Vancouver, WA

Previous Registrations

• 2019-10-24 → 2025-07-02
  Simplicity Wealth
  Florence, KY
  Summit, NJ
  Florence, KY
  Summit, NJ
• 2002-07-16 → 2002-10-17
  Fsc Securities Corporation
  Florence, KY

Other Businesses

1) Owner; Preservation Wealth Consultants LLC; Investment-related: NO; Location: 8140 Dream Street, Suite B, Florence, KY 41042; Description of the business: Tax Preparation and Tax Advisory Service; Responsibilities Duties: Prepare and evaluate personal and business taxes; Start date with business: 2012-08-31; Hours devoted to business during trading hours: 96; Hours devoted to business outside trading hours: 40; Percentage of total yearly compensation expected to be derived from the business: 70; 2) PWC Insurance Agency LLC; Investment-related; 8140 Dream Street, Suite B, Florence, KY 41042; Sell life insurance, annuities, disability, and long term care insurance; Owner and Agent; 08/2012; Approx. 15 hours/month; Approx. 15 hours/month during trading hours; Insurance sales and service. 3) Stephen Scott Harper; Investment-related; 8140 Dream Street, Suite B, Florence, KY 41042; Sell life insurance, annuities, disability, and long term care insurance; Licensed Insurance Agent; 08/2012; Approx. 15 hours/month as Owner and Agent of PWC Insurance Agency; Approx. 15 hours/month during trading hours as Owner and Agent of PWC Insurance Agency; Insurance sales and service. 4) ENROLLED AGENT DESIGNATION WITH IRS; ENROLLED AGENT; 8140 DREAM ST, STE B FLORENCE KY 41042 UNITED STATES;; PREPARE AND ANALYZE TAX RETURNS; 2022-10-03; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 100;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 70;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 50; 5) SPEAKER-3-8 TIMES A YEAR; SPEAKER; 8140 DREAM ST FLORENCE KY 41042 UNITED STATES; FILL IN SPEAKER AT LOCAL CHURCHES; 2022-08-07; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 0;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 10;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 1;

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-11
• S63 Uniform Securities Agent State Law Examination
  1994-08-24

Other Names

• Scott Harper