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Steven Tamplen

Edward Jones

Vinita, OK

CRD 6739531

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-01-11
OK RA APPROVED 2017-07-07
  • TX RA
    APPROVED
    Since 2019-01-11
  • OK RA
    APPROVED
    Since 2017-07-07

Branch Locations

467 S Wilson St, Vinita, OK 74301 • 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
Edward Jones St Louis MO 01/2017 Present
Great Plains Coca Cola Okmulgee OK 12/2013 01/2017
  • 01/2017 → Present
    St Louis, MO
  • 12/2013 → 01/2017
    Great Plains Coca Cola
    Okmulgee, OK
Other Businesses

"CB Cattle Company LLC Type: Date: 07/01/25 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: No responsibilities City-State: Vinita OK"

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-01
  • S66 Uniform Combined State Law Examination
    2017-05-01
Other Names
  • Steven Travis Tamplen

View on SEC IAPD

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