LPL Financial
47yrs
Top advisor by experience in San Diego
41yrs
Stephen Widner
Full name on record: Stephen Guy Widner
Financial advisor at Navy Federal Investment Services
Stephen Widner has worked in the financial industry for 41 years and is a financial advisor based in San Diego, California. Stephen has been with Navy Federal Investment Services since 2022; before that, Stephen spent 13 years at Sorrento Pacific Financial and 13 years at Cuso Financial Services. Navy Federal Investment Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
At a glance
Experience41 years (since 1986)
How that compares ?Top advisor by experience at Navy Federal Investment Services
Office9999 Willow Creek Road, San Diego, CA 92131
How the firm is paid ?Percent of assets
Typical client at the firm ?$282,883
Advisors at the firm162
States licensed ?1 state
Services through Navy Federal Investment Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2022 – nowNavy Federal Investment Services, LLCCurrent firm
- 2007 – 2020Sorrento Pacific Financial, LLCPreviously
- 2007 – 2020Cuso Financial Services, L.P.Previously
Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stephen
How do I contact Stephen?
Call Navy Federal Investment Services at (703) 206-1517 and ask for Stephen Widner. Stephen works from the San Diego, CA office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 1986, about 41 years. Top advisor by experience at Navy Federal Investment Services.
What licenses does Stephen hold?
Series 63. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Stephen paid?
Navy Federal Investment Services reports being paid by a percentage of the assets they manage. Ask Stephen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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