Steven Joseph Underriter

Current Employers

Employment History

• 07/2013 → Present
  Freedom Financial Planning Solutions, Llc
  Grand Rapids, MI
• 07/2013 → Present
  Capitol Defense Consulting, Llc
  Ashburn, VA
• 12/2020 → Present
  Systems Planning & Analysis Inc
  Alexandria, VA
• 05/2025 → Present
  Mitten Bookkeeping Llc
  Grand Rapids, MI

Other Businesses

Member/Employee at Capitol Defense Consulting, LLC, Non-investment related, Address: 43914 Cheltenham Cir, Ashburn, VA 20147, part-time work from home as 5% owner/employee, started: July, 2013, approximately work 5 hours per month during trading hours. Duties are administrative. Part-time employee at Systems Planning & Analysis, Inc. Non-investment related. Address: 2001 N Beauregard Street, Alexandria, VA 22311, part-time work from home, started Dec 2020. 20 hours/month during trading hours. Duties: provide subject matter expertise on the EA-18G aircraft and other Navy programs Sole owner of Mitten Bookkeeping LLC. Mitten Bookkeeping is a start-up company that handles bookkeeping for Clients and will take over the tax preparation for FFPS clients starting June 1, 2026. It is expected that the activity dedicated to this will be 8-10 hours per month. A seasonal increase will occur as the tax preparation aspect transitions over to Mitten in 2026.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-11-21

Other Names

• Steven J. Underriter
• Steve Underriter
• Steven Underriter