Curtis Stowers has been Principal & Chief Compliance Officer of F5 Financial Planning since November 2011, is a control person of the firm and directly owns between 50% and 75% of it. Curtis Stowers holds a PhD in Industrial Engineering from the University of Illinois.
F5 Financial Planning, L.L.C. is a firm with $169M under management, 128 clients and 3 advisers across 5 offices, as of its March 2026 filing.
Curt Stowers is Founder of F5 Financial. His background is in engineering and he previously worked as a senior manager at a large Fortune 100 company. Stowers developed the F5 Financial Health Cycle.
Curtis Stowers’ longest registration is the current one, 12 years at F5 Financial Planning since 2014. Before joining F5 Financial Planning in 2014, Curtis Stowers was registered through Sebold Capital Management, Inc and F5 Financial Planning, LLC.
- – present · 12 yearsNaperville, IL · Adviser representative · Firm CRD 170674
- Sebold Capital Management, Inc– · 1 yearNaperville, IL · Adviser representative · Firm CRD 122941
- F5 Financial Planning, LLC– · under a yearNaperville, IL · Adviser representative · Firm CRD 160219
Professional designations
Listed by F5 Financial Planning
- Certified Financial Planner
Investment adviser representative registrations
Curtis Stowers is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2014; the most recent is Texas, in September 2017.
- IllinoisSince 31 March 2014
- TexasResidentSince 11 September 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 December 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Curtis Louis Stowers
- CRD
- 6011385
- Firm
- F5 Financial Planning · CRD 170674
- Role
- Principal & Chief Compliance Officer
- Office
- Naperville, IL
- Registration
- Investment adviser registration
- In the industry since
- April 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- f5fp.com
Where does Curtis Stowers work?
Curtis Stowers has been Principal & Chief Compliance Officer of F5 Financial Planning, L.L.C. since November 2011, and is a control person of the firm.
Is Curtis Stowers a financial advisor?
Yes. Curtis Stowers has a current investment-adviser registration in Illinois and Texas, through F5 Financial Planning since March 2014.
How many years of experience does Curtis Stowers have?
Curtis Stowers has 14 years in the financial industry, since April 2012, across 3 adviser firms.
What exams has Curtis Stowers passed?
Curtis Stowers passed the Series 65 in December 2011.
Where did Curtis Stowers work before F5 Financial Planning?
Before F5 Financial Planning, Curtis Stowers was registered through Sebold Capital Management, Inc, February 2013 to February 2014; F5 Financial Planning, LLC (CRD 160219), February 2012 to December 2012.
Where is Curtis Stowers based?
Curtis Stowers’ registered office is in Naperville, IL.
Is Curtis Stowers registered with FINRA?
No. Curtis Stowers has no current broker registration.
Is Curtis Stowers a CFP?
F5 Financial Planning lists Curtis Stowers with the CFP credential (“Certified Financial Planner”) on its website. CFP Board confirms certification status.
Source: Curt Stowers biography, f5fp.com
How can I verify Curtis Stowers’ record?
Search CRD 6011385 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Curtis Stowers’ full registration record.