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Inactive

Stefan Kip Astheimer

Pmc Wealth, LLC

Clarence, NY

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Current Employers
Pmc Wealth, Llc

4624 Goodrich Road, Clarence, NY 14031 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-12-15
  • NY RA
    APPROVED
    Since 2025-12-15

Branch Locations

4624 Goodrich Road, Clarence, NY 14031 • 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
OrganizationCityStateFromTo
Pension Consultants, Inc. Springfield MO 03/2021 05/2022
Howe & Rusling Inc. Rochester NY 12/2012 03/2021
Odingard Capital Management Tulsa OK 09/2022 02/2023
Unemployed Springfield MO 05/2022 09/2022
Unemployed Tulsa OK 02/2023 07/2023
Destiny Wealth Partners Winter Park FL 07/2023 07/2024
Gottfried & Somberg Wealth Management Glastonbury CT 01/2025 05/2025
Unemployed Henrietta NY 07/2024 01/2025
Commonwealth Financial Network Waltham MA 01/2025 05/2025
Pmc Wealth Clarence NY 12/2025 Present
Self Employed Henrietta NY 06/2025 12/2025
  • 03/2021 → 05/2022
    Pension Consultants, Inc.
    Springfield, MO
  • 12/2012 → 03/2021
    Howe & Rusling Inc.
    Rochester, NY
  • 09/2022 → 02/2023
    Odingard Capital Management
    Tulsa, OK
  • 05/2022 → 09/2022
    Unemployed
    Springfield, MO
  • 02/2023 → 07/2023
    Unemployed
    Tulsa, OK
  • 07/2023 → 07/2024
    Destiny Wealth Partners
    Winter Park, FL
  • 01/2025 → 05/2025
    Gottfried & Somberg Wealth Management
    Glastonbury, CT
  • 07/2024 → 01/2025
    Unemployed
    Henrietta, NY
  • 01/2025 → 05/2025
    Commonwealth Financial Network
    Waltham, MA
  • 12/2025 → Present
    Pmc Wealth
    Clarence, NY
  • 06/2025 → 12/2025
    Self Employed
    Henrietta, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-20
  • S65 Uniform Investment Adviser Law Examination
    2022-01-20
Other Names
  • Stef Astheimer
  • Stefan Kip Astheimer
  • Stefan Astheimer

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · Clarence, NY
LPL FINANCIAL LLC · CLARENCE, NY
OSAIC WEALTH, INC. · CLARENCE, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Clarence, NY
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Clarence, NY
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Clarence, NY
LPL FINANCIAL LLC · WILLIAMSVILLE, NY
OSAIC WEALTH, INC. · WILLIAMSVILLE, NY

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