Steven James Smit

Employer firm

Powerhouse Financial Advisors, Inc. CRD 338952

$108M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2010 → Present
  Parsonex Securities, Inc.
  Aurora, CO
• 10/2012 → Present
  Parsonex Advisory Services, Inc.
  Aurora, CO
• 02/2021 → Present
  Backnine Insurance And Financial Services, Inc.
  Westlake Village, CA
• 10/2023 → Present
  Steven James Financial
  Minden, NV
• 08/2025 → Present
  Powerhouse Financial Advisors
  Minden, NV

Previous Registrations

• 2021-01-08 → 2026-02-09
  Parsonex Advisory Services, Inc.
  Englewood, CO
  Minden, NV
• 2012-10-25 → 2020-12-31
  Parsonex Advisory Services, Inc.
  Englewood, CO
  Minden, NV

Other Businesses

PARSONEX ADVISORY SERVICES, INC., INVESTMENT ADVISOR REPRESENTATIVE, OFFERING INVESTMENT ADVISORY SERVICES, 40HRS/MO INSURANCE AGENT, SALE OF INSURANCE PRODUCTS, NON-INVESTMENT RELATED, COMMISSION 1HRS/MO. STEVEN JAMES FINANCIAL- TAX PREP SOLICITOR/REFERRALS TO ENROLLED AGENTS, RECEIVES REFERRAL FEES 5HR/MO START DATE 10/2023. NO TAX PREP DUTIES, STRICTLY A REFERRAL TO A TAX PRE AGENCY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-10-11
• S63 Uniform Securities Agent State Law Examination
  2010-10-19

Designations

• Certified Financial Planner