Stephanie Irene Larson

Employer firm

Winans Investments CRD 107125

$306M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• ADVISORY CONSULTING AND RESEARCH SERVICES

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

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

Current Employers

Employment History

• 02/2020 → Present
  Winans Investments
  Las Vegas, NV
• 01/2024 → Present
  Winans Investments
  Las Vegas, NV
• 11/2015 → 01/2018
  Bank Of The West, Bnp Paribas Affiliate
  San Francisco, CA
• 01/2018 → 02/2020
  Franklin Templeton Investments
  San Francisco, CA

Previous Registrations

• 2008-09-26 → 2009-10-06
  Bay Willow Advisers, Llc
  San Diego, CA
• 2006-03-17 → 2006-07-11
  Ameriprise Financial Services, Llc
  San Francisco, CA
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-24
• S63 Uniform Securities Agent State Law Examination
  2006-03-03

Other Names

• Stephanie Irene Skophammer
• Stephanie Irene Skophammer