Alek Stevens, Financial Advisor located in Lafayette, IN

Financial Advisor
Alek B Stevens

CFP®, AAMS®
210 Meijer Dr, Suite # A1, Lafayette, IN 47905opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans
  • Estate & Legacy Strategies
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Reading
  • Personal Fitness
  • Motorcycles
  • Chess
  • Skiing

Team Members

  • Marissa Powell
    Sr. Branch Office Administrator
  • Elizabeth Opela
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(765) 224-0942

Fax

(877) 479-0145

Office Address

210 Meijer Dr
Suite # A1
Lafayette, IN 47905opens in a new window

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