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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Norvell Crew is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Stephen is a registered investment advisor representative in Iowa. Stephen has 14 years of experience in the securities industry. Stephen has been employed with Cambridge Investment Research Advisors, Inc. since July 2013. Stephen previously worked at Berkshire, Fisher & Company Financial Services, Inc., CUNA Brokerage Services, Inc., NYLIFE Securities Inc., FBL Investment Advisory Services, Inc., FBL Marketing Services, Inc., and Edward D. Jones & Co., L.P. Stephen holds the Series 63, Series 66, Series 7, Series 24, Series 30, and Series 51 licenses. Stephen specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Stephen provides advisory services to individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and state or municipal government entities. Stephen's compensation arrangements include commissions, fixed fees, hourly charges, percentage of assets, and solicitation fees from third-party money managers.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
04/11/2014 - Present
Cambridge Investment Research Advisors, Inc. (FAIRFIELD IA)
IA
01/28/2003 - 05/16/2003
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
IA
08/11/2000 - 09/10/2001
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NY
06/22/1998 - 09/24/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
03/25/1998 - 05/11/1998
FBL INVESTMENT ADVISORY SERVICES, INC. (WEST DES MOINES IA)
IA
12/22/1997 - 05/11/1998
FBL MARKETING SERVICES, INC. (WEST DES MOINES IA)
MO
01/23/1995 - 08/19/1997
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 04/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/19/2013
Series 24 - General Securities Principal Examination
BC
Issued 04/26/2012
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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