Geneos Wealth Management
46yrs
Top advisor by experience in Rochester
2yrs
Steven Epp
Financial advisor at Raymond James Financial Services Advisors
Based in Rochester, Minnesota, Steven Epp is a fiduciary financial advisor with 2 years of industry experience. Steven has been with Raymond James Financial Services Advisors since 2024. Raymond James Financial Services Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 245 advisors with offices in Rochester, and one of 205 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office5200 Members Parkway. NW, Rochester, MN 55901
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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 66Uniform Combined State Law Examination
Career
- Nov 2024 – nowRaymond James Financial Services Advisors, Inc.Current firm
Contact Steven
(727) 567-3020Firm headquarters in Saint Petersburg, FL. Ask for Steven. 5200 Members Parkway. NWRochester, MN 55901Office · Get directions LinkedIn pageRaymond James Financial Services Advisors
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Questions to ask Steven
Tailored to Steven’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Steven
How do I contact Steven?
Call Raymond James Financial Services Advisors at (727) 567-3020 and ask for Steven Epp. Steven works from the Rochester, MN office.
How long has Steven been a financial advisor?
Steven has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Steven hold?
Series 66. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steven paid?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Steven 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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