Steven Clemmer Phelps

Employer firm

Badgley Phelps Wealth Managers CRD 315440

$7.28B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• CREDIT AND CASH MANAGEMENT SOLUTIONS. INSURANCE SOLUTIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 08/2021
  Badgley, Phelps & Bell Dba Badgley Phelps Wealth Managers
  Seattle, WA
• 08/2021 → Present
  Badgley Phelps Wealth Managers, Llc
  Seattle, WA

Previous Registrations

• 1987-03-06 → 2021-08-01
  Badgley Phelps Wealth Managers
  Seattle, WA

Other Businesses

C.D. Stimson Company. 5309 Shilshole Avenue NW #250, Seattle, WA 98107. Nature of Business: Real estate ownership and development. Nature of Position: Board of Directors. Responsibilities: Member of Budget and Audit Committee with no investment management responsibilities. Time involvement is approximately 2 hours per month.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-02-09

Designations

• Chartered Financial Analyst
• Chartered Investment Counselor

Other Names

• Steven Phelps
• Steve Phelps