Steven Andrew Templeton

Current Employers

Templeton Financial Planning

Coraopolis, PA • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2024-11-22

PA RA
APPROVED

Since 2024-11-22

Branch Locations

Coraopolis, PA • 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
Gene Root Cfp	Pittsburgh	PA	01/2014	12/2018
Templeton Financial Planning	Coraopolis	PA	07/2004	Present

01/2014 → 12/2018

Gene Root Cfp

Pittsburgh, PA
07/2004 → Present

Templeton Financial Planning

Coraopolis, PA

Other Businesses

TEMPLETON FINANCIAL PLANNING, COMPREHENSIVE FINANCIAL PLANNING THAT INCLUDES INVESTMENTS, 705 LINDENWOOD DR, CORAOPOLIS, PA, 15108, TAX PREPARATION, TAX PLANNING, ESTATE AND INSURANCE REVIEW, CASH FLOW MANAGEMENT AND BUDGETING, SMALL BUSINESS CONSULTING, RETIREMENT PLANNING, EDUCATION PLANNING, MORTGAGE AND REAL ESTATE ANALYSIS. OWNER/PRINCIPAL. START DATE JULY 2004, APPROXIMATELY 70 PERCENT OF TIME SPENT ON PREVIOUSLY MENTIONED ACTIVITIES AND APPROXIMATELY 30 PERCENT ON INVESTMENT RELATED ACTIVITIES.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1996-03-08

S63 Uniform Securities Agent State Law Examination

1996-03-08

Designations

Other Names

Steve A Templeton
Steven A Templeton

View on SEC IAPD