Steven Bell has been an investment adviser representative at Comprehensive Planning Associates since April 2009, and is not listed among the firm’s executive officers or direct owners. Steven Bell holds a Master of Business Administration from California State University, East Bay.
Comprehensive Planning Associates, Inc. is a Lebanon, NH firm with $138M under management, 124 clients and 3 advisers across 4 offices, as of its March 2026 filing.
Steve Bell is Wealth Consultant of The Wealth Conservatory, based in Plymouth, CA. He worked as a cost and schedule control systems analyst and process improvement facilitator at an aerospace company, a 20 year career, before opening his own comprehensive financial planning firm in 2002. He joined the Conservatory as a wealth consultant in 2009 and served as a commissioned officer and helicopter pilot in the U.S. Army.
Professional designations
Listed by Comprehensive Planning Associates
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Steven Bell is registered as an investment adviser representative in California, since April 2009.
- CaliforniaSince 21 April 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 January 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Steven Robert Bell
- CRD
- 4860725
- Firm
- Comprehensive Planning Associates · CRD 115932
- Registration
- Investment adviser registration
- In the industry since
- April 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealthconservatory.com
Where does Steven Bell work?
Steven Bell is an investment adviser representative registered through Comprehensive Planning Associates, Inc. since April 2009, and is not listed among the firm’s executive officers or direct owners.
Is Steven Bell a financial advisor?
Yes. Steven Bell has a current investment-adviser registration in California, through Comprehensive Planning Associates since April 2009.
How many years of experience does Steven Bell have?
Steven Bell has 17 years in the financial industry, since April 2009, across 1 adviser firm.
What exams has Steven Bell passed?
Steven Bell passed the Series 65 in January 2001.
Is Steven Bell registered with FINRA?
No. Steven Bell has no current broker registration.
Is Steven Bell a CFP?
Comprehensive Planning Associates lists Steven Bell with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Steven Bell’s record?
Search CRD 4860725 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Bell’s full registration record.
