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Stepp & Rothwell, Inc.

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stepp & rothwell, inc. is a fee-only financial planning and investment advisory firm headquartered in the kansas city metro area. we provide unbiased, results-oriented advice and develop client-specific strategies that encompass financial independence, estate planning, tax planning, cash flow management, risk management, education planning, wealth accumulation and preservation, and charitable giving. our typical client’s net worth ranges between $1 million and $5 million, although we do not require a minimum portfolio size.

Headquarters:
7300 College Boulevard, Overland Park, Kansas, United States, 66210
Industry:
Financial Services
Founded:
1992
Employees:
28
Annual Revenue:
-

Type: Private
Ticker: -
United States 25
Estate PlanningComprehensive Financial PlanningInsurance Planning & Risk ManagementEducation Funding PlanningHolistic Financial PlanningCharitable Gift PlanningPersonal Financial PlanningInvestment ManagementIncome Tax Planning & Optimization
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:
NAICS Code: 541611Sector: Professional, Scientific, and Technical ServicesSub Sector: Professional, Scientific, and Technical ServicesIndustry Group: Management, Scientific, and Technical Consulting ServicesNAICS Industry: Management Consulting ServicesNational Industry: Administrative Management and General Management Consulting Services

Frequently asked questions about Stepp & Rothwell, Inc.

Let us help answer the most common questions you might have.

Where is Stepp & Rothwell, Inc. located?

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Stepp & Rothwell, Inc.'s headquarters is located at 7300 College Boulevard, Overland Park, Kansas, United States, 66210

What is Stepp & Rothwell, Inc.'s official website?

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Stepp & Rothwell, Inc.'s official website is steppandrothwell.com

What is Stepp & Rothwell, Inc.'s SIC code?

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SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:

What is Stepp & Rothwell, Inc.'s NAICS code?

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NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:
NAICS Code: 541611Sector: Professional, Scientific, and Technical ServicesSub Sector: Professional, Scientific, and Technical ServicesIndustry Group: Management, Scientific, and Technical Consulting ServicesNAICS Industry: Management Consulting ServicesNational Industry: Administrative Management and General Management Consulting Services

How many employees does Stepp & Rothwell, Inc. have?

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Stepp & Rothwell, Inc. has 28 employees

What industry does Stepp & Rothwell, Inc. belong to?

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Stepp & Rothwell, Inc. is in the industry of: Financial Services

What are Stepp & Rothwell, Inc.'s social media links?

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Stepp & Rothwell, Inc. Facebook page
Stepp & Rothwell, Inc. Linkedin page

Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


You’ll be in good company
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Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distrobird is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distrobird — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

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