Sun Step Financial, LLC

Sun Step Financial, LLC


Financial ServicesFemale-Owned

About Us

Disclosure LPL Financial Form CRS. Check the background of your financial professional on FINRA's Broker Check.
State Bank of Chilton (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit for more detailed information.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA & SIPC). Insurance products are offered through LPL or its licensed affiliates. State Bank of Chilton and Sun Step Financial are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Sun Step Financial, and may also be employees of Sun Step Financial and State Bank of Chilton. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, State Bank of Chilton or Sun Step Financial. Securities and insurance offered through LPL or its affiliates are: Not Insured Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value
The LPL Financial representatives associated with this website may discuss.


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