Stephanie Elaine Fullerton

Current Employers

Employment History

• 12/2004 → Present
  Fullerton Financial Planning
  Peoria, AZ
• 08/2018 → Present
  Kingdom Financial Group Llc
  Peoria, AZ

Other Businesses

1. 14155 N. 83 Ave., LLC; Is the business investment related: no; Location of the business: 14155 N 83 Ave 144, Peoria, AZ 85381; Description of the business: a commercial lease entity, which does not offer services to clients; Position Title: Member; Responsibilities Duties: n/a; Start date with business: 12/12/2013; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0. 2. Sparty Marketing Inc.; Is the business investment related: NO; Location of the business: 14155 N 83 Ave 144, Peoria, AZ 85381; Description of the business: A marketing organization which does not provide services to clients (C-corp.) ; Position Title: Shareholder; Responsibilities Duties: n/a Start date with business:/ /04/06/2015; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business:0. 3. Fullerton Foundation; investment related: NO; Location of the business: 14155 N 83 Ave 144, Peoria, AZ 85381; Description of the business: Charitable foundation, 502c3 non-profit; Position Title: Member; Responsibilities Duties: n/a; Start date with business: 2/20/2019; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business:0. 4. Fullerton Financial Planning 401k Plan; Is the business investment related: YES; Location of the business: 14155 N 83 Ave 144, Peoria, AZ 85381; Description of the business: Defined benefit pension plan; Position Title: Shareholder; Responsibilities Duties: n/a; Start date with business: 1/1/2015; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0. 5. Fullerton Financial Planning; investment related: Yes; Location of the business: 14155 N 83rd Ave Peoria AZ 85381; Description of the business: Financial Planning; Position Title: Financial Advisor & Licensed Insurance Agent; Responsibilities Duties: Provide financial planning strategies; Start date with business: 2011-01-05; Hours devoted to business during trading hours: 120; Hours devoted to business outside trading hours: 120; Percentage of total yearly compensation expected to be derived from the business: 100. 6. Financial planning for Seniors, Inc. DBA Fullerton Financial Planning; Is the business investment related: YES; Location of the business: 14155 N 83 Ave 144, Peoria, AZ 85381; Description of the business: financial planning company but using the dba Fullerton Financial Planning for client facing activities; Position Title: Shareholder; Responsibilities Duties: n/a; Start date with business: 12/8/2005; Hours devoted to business during trading hours: 20; Hours devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 50.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-13

Other Names

• Stephanie E Fullerton