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Daniel B

Series 63, Series 65

Hot Springs, AR

Stephens

Daniel Belz is a financial advisor at Stephens with 45 years of industry experience. He has held his current position since 2006. He holds Series 63 and Series 65 licenses and is based in Hot Springs, Arkansas. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering a range of advisory and brokerage services supported by in-depth equity research and a comprehensive suite of investment strategies.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Frederick B

Series 63, Series 65

Hot Springs, AR

Stephens

Frederick Blagg is a financial advisor at Stephens with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stephens since 1999. The firm serves a broad client base including individuals, retirement plans, foundations, corporations, and institutional clients. Stephens employs a multi-team approach, combining bottom-up equity research with committee-driven asset allocation and offers a range of discretionary and non-discretionary management programs.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Richard W

Series 66

Hot Springs, AR

Stephens

Richard Wethington is a Series 66 licensed financial advisor with 20 years of industry experience. He is currently with Stephens, having joined the firm in 2025. His prior experience includes roles at Sowell Management, LPL Financial, and Morgan Stanley, among others. Outside of his advisory work, Wethington serves as Treasurer of the HOPE WORKS Job Experience Program and Secretary of the Humane Society of Garland County, both nonprofit organizations in Hot Springs, Arkansas. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory, brokerage, investment banking, and custody services, employing a combination of bottom-up equity research and committee-driven asset allocation across diverse investment strategies.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Richard L

CFP®, Series 66

Hot Springs, AR

Stephens

Richard Leeper is a CFP® professional affiliated with Stephens, with 11 years of experience in the financial industry. He has worked exclusively at Stephens since 2015. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and custody services supported by extensive equity research and committee-driven investment management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Julie S

Series 66

Hot Springs, AR

Stephens

Julie Sanders is a financial advisor at Stephens with 18 years of industry experience. She holds a Series 66 designation and has worked at Stephens since 2013, following five years at Wells Fargo Clearing. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory and brokerage services alongside investment banking and research capabilities.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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