Strategic Investment Solutions
42yrs
Top advisor by experience in Bluffton
12yrs
Stephen Loderick
Full name on record: Stephen Michael Loderick
Financial advisor at Arsenal 401k Advisors
Based in Bluffton, South Carolina, Stephen Loderick is a fiduciary financial advisor with 12 years of industry experience. Stephen joined Arsenal 401k Advisors in 2014, after less than a year at Capitol Securities Management. Stephen holds the CPA/PFS designation.
One of 118 advisors with offices in Bluffton, and one of 107 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
OfficeBluffton, SC
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through Arsenal 401k Advisors
Financial planningRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CPA/PFS
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2014 – nowArsenal 401k AdvisorsCurrent firm
- Jul 2014 – Aug 2014Capitol Securities Management, Inc.Previously
Contact Stephen
(843) 781-7001Arsenal 401k Advisors main office Bluffton, SCOffice · Get directions Firm websiteHTTPS://ARSENAL401K.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- 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 Arsenal 401k Advisors at (843) 781-7001 and ask for Stephen Loderick. Stephen works from the Bluffton, SC office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Stephen hold?
Series 66. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Arsenal 401k Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. 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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