Iguacu Falls on the border
of Brasil and Argentina. Steve led a Rotary International Group Study Exchange here
in 1997.
Resume'
Dr. Stephen R. Hample, CFP
Academic:
Undergraduate student - World Campus Afloat division of Chapman College - 1967
B.A. in Economics and Mathematics - Jamestown College - 1969
M.A. in Mathematics - University of North Dakota - 1970
Ed. D. in Adult and Higher Education - Montana State University - 1975
Licenses, Certifications and Approvals:
Financial Planning Associates, LLC (since 1989)
Securities licensed at various levels: Series 7, 24, 63 and 65
Insurance licensed for Life, Health, and Long Term Care insurance (since 1987)
Registered as an investment advisor with the Montana Commissioner of Securities (since 1990)
Past or current approved continuing education instructor - Montana Society of CPAs
Past or current approved continuing education instructor - Montana Board for Realty Regulation
Past or current approved continuing education instructor - American Institute of Banking
Past or current approved continuing education instructor - Montana Board for Continuing Legal Education
Employment:
Instructor of Mathematics - University of North Dakota - 1971
Instructor of Mathematics and Graduate Administrative Assistant - Montana State University 1972-74
Senior Staff Specialist - Maryland State Board for Higher Education - 1974-78
Director of Institutional Research - Montana State University - 1979-86
and Adjunct Professor, College of Business and Adjunct Associate Professor, College of Education (various years)
Self employed investment advisor and consultant - 1986 to the present
Business Experience:
Stephen R. Hample as a Sole Proprietor of a local securities office, since 1987
Stephen R. Hample owner of Financial Security Planners, since 1990 investment advising entity to be succeeded by
Financial Planning Associates, LLC , with Stephen R. Hample a owner and manager
Lazy JR Ranch, past partner/minority owner of only the cattle portion
Bozeman Medical Arts Center, past general partner and vice president
World Boards, Inc., private investor
Minor local real estate investments
Trustee of approximately $4 million of investment assets
Court appointed Conservator on approximately $1 million of investment and business assets
Court appointed Personal Representative (Executor) for several estates
Publications:
Various academic publications.
Editor of the monograph series New Directions for Institutional Research - 1982-83
Chair of the Publications Board of the Association for Institutional Research - 1984-85
Monthly column in a local Business to Business Journal - 1998 to present
Conference Presentations:
University of Uppsala - Uppsala, Sweden - 1983
Loughborough University of Technology - England - 1986
Various papers presented at institutional research meetings in the U.S.
Past or Current Service on Boards of Directors:
Association for Institutional Research (international professional organization)
Bozeman Area Chamber of Commerce (two terms as treasurer)
Bozeman Medical Arts Center (vice president, c. 1984)
Bozeman Public Library Foundation (president, 1998)
Bozeman Sunrise Rotary Club (founder and initial president and multiple Paul Harris Fellow)
Career Transitions
East Gallatin Recreation Area Task Force (vice president, c. 1989-93)
Montana State University Alumni Association
Planned Giving Foundation of Montana (founder and director 1998-1999)
Sourdough Volunteer Fire Company
Other Interesting Experiences:
Around the World undergraduate program during four months at sea - 1967
Appointed full time university instructor of mathematics at age 22 - 1970
Coauthored A Study Guide to Algebra and Trigonometry at age 23, published by Harper & Row
White water rafting - 19 days through the Grand Canyon at flood stage - 1996
Rotary International Group Study Exchange Team Leader - seven weeks in Brasil - 1997
Sailing - from the French Riviera along the Italian coast to Elba and Rome - 1998
Scuba Diving - island of Curacao, off the coast of Venesuela - 1999
Dr. Stephen R. Hample is a Bozeman based Certified Financial Planner and a registered representative of KMS Financial Services, Inc. He provides general financial planning, but requests you consult your own attorney and accountant for specific legal and tax advice.