Gatlin Hufstedler
Advisor at Stephens
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Stephens
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Little Rock, AR 72201-3507
Credentials
Series 66
Industry experience
4 years
Gatlin Hufstedler is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Arvest Wealth Management, the State of Arkansas, Northeast Federal Credit Union, and Arkansas State University. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, and public entities. The firm employs a centralized investment process with committee oversight and in-house equity research, offering a range of strategies and client platforms that include discretionary and non-discretionary wrap programs and specialized strategies such as Small-Mid Cap SMID.
Based on Stephens
Fixed fees on a 'per job' basis for certain services, negotiated in advance
Markups and markdowns on fixed income transactions up to 0.065% of par value; commissions on trades executed away from Pershing; sales concessions and underwriting fees included in offerings; no commissions on trades executed through Stephens with Pershing for wrap programs
Consulting services may be provided with fixed fee, annual fixed fee paid quarterly, or annual fee based on percentage of assets; fees negotiated in advance
Performance fee arrangements available for qualified clients; rates negotiated on individual basis; performance fees typically invoiced annually
Minimum fee: A minimum fee is assessed per account (specific amount not stated)
111 Center Street
Little Rock, AR 72201-3507
Arkansas · Texas
Stephens Inc.
2024 - Present (2 years)
Stephens Inc.
2022 - 2024 (2 years)
Arvest Wealth Management
2020 - 2022 (2 years)
State of Arkansas
2019 - 2020 (1 year)
Northeast Federal Credit Union
2018 - 2019 (1 year)
Northeast Federal Credit Union
2015 - 2018 (3 years)
Arkansas Sate University
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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