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Managing Director · Winans Investments

Stephanie I. Larson

CRD 5044167 · Named on Form ADV at one SEC-registered adviser

At a glance

Winans Investments, an SEC-registered wealth manager based in LAS Vegas, NV with $306 million in regulatory assets, lists Stephanie I. Larson on its Form ADV as Managing Director, a control person.

Firms and roles

  • Winans InvestmentsManaging DirectorWealth manager · LAS Vegas, NV · $306M in regulatory assets

AtlasMembers

Stephanie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stephanie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.