Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen James Schug is an investment advisor representative who has been in the industry since 1986. Stephen has been a registered representative with Lincoln Investment for over 8 years, and is currently registered with ON Investment Management Co. Stephen is a Registered Principal in addition to being a Registered Representative. Stephen is able to provide a variety of advisory services including financial planning and portfolio management.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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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2
IN
06/16/2021 - Present
ON Investment Management Co. (Pendleton IN)
IN
06/01/2012 - 09/15/2020
LINCOLN INVESTMENT (INDIANAPOLIS IN)
IN
10/17/1988 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (INDIANAPOLIS IN)
IA
04/11/1986 - 10/18/1988
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 02/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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