Stephen Michael Waltar

Current Employers

Employment History

• 10/2016 → 01/2022
  Guide Advisors, Inc. Fka Geer Financial Group, Inc.
  Bothell, WA
• 07/2004 → Present
  Assurance Financial, Inc.
  Bellevue, WA
• 11/2000 → Present
  Stephen M. Waltar, Ps Dba Legacy Estate Planning, Llc
  Bellevue, WA
• 01/2024 → 04/2024
  Brokers Financial
  Bellevue, WA
• 04/2024 → Present
  Integrity Advisory Solutions
  Bellevue, WA

Previous Registrations

• 2024-02-06 → 2024-04-16
  Integrity Alliance, Llc.
  Bellevue, WA
  Urbandale, IA
• 2016-10-07 → 2022-01-03
  Guide Advisors, Inc.
  Bothell, WA

Other Businesses

1. Assurance Financial, Inc.; investment related; 2320 130th Ave NE, Ste 230, Bellevue, WA 98005,; Owner and managing attorney; 07/08/2004; 1 hour a month, 1 hour during securities hours. DBA for securities and insurance for commissions and fees 2. American Academy of Wealth: investment related; 2320 130th Ave NE, Ste 230, Bellevue, WA 98005; Advisor; 1/30/2024; 10 hours a month; 5 hours during securities hours; DBA for providing investment advice. 3. Legacy Estate Planning, LLC; not investment related; 2320 130th Ave NE, Ste 230, Bellevue, WA 98005; Owner and managing attorney; 11/06/2000; 160 hours a month and 120 hours during securities hours; Estate planning law firm. 4. Fixed Insurance Sales; not investment related; 2320 130th Ave NE Ste. 230, Bellevue, WA 98005; Life, LTC, and Fixed Annuities; Agent; 12/01/2004; 2 hours per month; 2 hours during security hours; Sales and service of fixed insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-22

Other Names

• Steve Waltar