Stefanie Jean Agar

Employer firm

Founders Financial Securities LLC CRD 137945

$4.14B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 08/2022 → Present
  Founders Financial Securities Llc
  Towson, MD
• 08/2005 → 06/2022
  Canby School District
  Canby, OR

Other Businesses

1) VOYAGER WEALTH MANAGEMENT; INVESTMENT RELATED; 516 HIGH STREET OREGON CITY, OR 97045; START DATE: 08/16/2022; 160 HRS PER MONTH; 80 DURING TRADING; INVESTMENT ADVISOR REPRESENTATIVE: PROVIDE FINANCIAL ADVICE AND INFORMATION REGARDING INVESTMENT PRODUCTS 2) The Friends of the Historic Carus Schoolhouse 501(c)3; Not Investment Related; Beavercreek, OR; Treasurer; 7 hours per month/ 0 during trading; Treasurer and fundraising to save historic schoolhouse

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-24
• S63 Uniform Securities Agent State Law Examination
  2024-07-12

Other Names

• Stef Jean Agar