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Find a Location

American Financial Security LLC has 1 locations, listed below.

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    Business ProfileforAmerican Financial Security LLC

    Financial Planning Consultants

    Current Alerts For This Business

    Government Action: BBB reports on known government actions involving business’ marketplace conduct::
    Arizona Corporation Commission v American Financial Security LLC

    The following describes a government action that has been resolved by either a settlement or a decision by a court or administrative agency. If the matter is being appealed, it will be noted below.

    On April 28, 2022, American Financial Security LLC and Ronald F Stevenson entered into an Opinion and Order with The Arizona Corporation Commission. The order settles allegations that the business offered and sold securities that were neither registered nor exempt from registration, offered and sold securities while not being registered as dealers or salesmen, and committed fraud in the offer and selling of securities. Under terms of the order, Mr. Stevenson and American Financial Security LLC shall permanently cease and desist from their actions and pay administrative penalties in the amount of $250,000. Mr. Stevenson is ordered to pay an additional $10,000 for administrative penalties.

    The matter is final. 

    Government Action: BBB reports on known government actions involving business’ marketplace conduct::
    Securities and Exchange Commission v Ronald Frank Stevenson and American Financial Security LLC

    The following describes a government action that has been resolved by either a settlement or a decision by a court or administrative agency. If the matter is being appealed, it will be noted below.

    On January 5, 2023, Ronald Stevenson and American Financial Security, LLC entered into a Final Judgment with the Securities and Exchange Commission. The judgment settles allegations that the business was not registered with the Commissioner as a broker or dealer or not associated with an entity registered with the Commissioner as a broker-dealer while attempting to induce or induce the purchase or sale of securities. It is also alleged there was no registration statement filed or in effect with the Commission and no exemption from registration existed with respect to these securities. Under terms of the judgment, the business is permanently restrained and enjoined from the above violations, permanently restrained or enjoined from engaging in the business of effecting transactions in securities for the accounts of others, or effecting the purchase and sale of securities while not registered with the Commission. The business is liable for disgorgement of $520,657 and interest in the amount of $59,242 and/or a civil penalty in the amount of $125,000. The business shall satisfy this obligation by paying $704,899. The Assurance was for settlement purposes only and should not be considered as an admission of guilt or finding of violation of the law. 

    This action is final.

    At-a-glance

    Customer Reviews

    5/5stars

    Average of 2 Customer Reviews

    Customer Complaints

    This business has 0 complaints

    Customer Reviews are not used in the calculation of BBB Rating

    Reasons for BBB Rating

    Overview

    This business offers life insurance, financial planning and tax preparation and planning.

    Business Details

    Location of This Business
    3112 Clearwater Dr Ste B, Prescott, AZ 86305-7187
    BBB File Opened:
    7/22/2004
    Years in Business:
    20
    Business Started:
    4/1/2004
    Business Incorporated:
    4/5/2004
    Licensing Information:
    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
    Type of Entity:
    Limited Liability Company (LLC)
    Alternate Business Name
    • American Financial Security
    Business Management
    • Mr. Ronald F. Stevenson, Member
    • Ms. Marylou Stevenson, Exec Admin
    Contact Information

    Principal

    • Mr. Ronald F. Stevenson, Member

    Customer Contact

    • Mr. Ronald F. Stevenson, Member
    • Ms. Marylou Stevenson, Exec Admin
    Additional Contact Information

    Fax Numbers

    • (928) 445-5289
      Other Fax

    Email Addresses

    Customer Complaints

    0 Customer Complaints

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    File a Complaint

    Customer Reviews

    2 Customer Reviews

    What do you think? Share your review.

    How BBB Processes Complaints and Reviews

    Start a Review

    Most Recent Customer Review

    Carry A

    5 stars

    07/09/2024

    So delighted to have met these fabulous people, I would refer them any time. I had a savings account at a local bank that was not making any money. My neighbor referred me to American Financial, I met with them twice before we even talked about insurance carriers. There was no pressure here and I was given not one but three annuity options to invest in. The bonus alone from the carrier was enough to move my money. Thank you!

    Local BBB

    BBB Serving the Pacific Southwest, Central & Inland California

    BBB Reports On

    BBB reports on known marketplace practices.

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