Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Steffen is a financial advisor at Summit Financial, LLC, with over 8 years of experience in the industry. Jonathan holds a Series 65 license and is registered as an Investment Advisor Representative (IAR) in Wisconsin. Jonathan provides financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Jonathan also has experience in selection of other advisors and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
09/30/2024 - Present
Summit Financial, LLC (STEVENS POINT WI)
IA
Issued 06/23/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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