Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Raspotnik is a financial advisor with Cuso Financial Services, LP in Appleton, WI. Steve has been in the financial industry since 2001. Steve is a Registered Representative and Investment Advisor Representative. He holds the Series 6, 7, 26, 63, and 65 securities licenses. Steve's primary focus is providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. Steve is also licensed to provide investment advisory services.
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.
A percentage of the total value of assets under management is charged.
1
2
WI
03/27/2023 - Present
Cuso Financial Services, LP (Appleton WI)
WI
01/07/2011 - 03/22/2023
THRIVENT INVESTMENT MANAGEMENT INC. (Appleton WI)
WI
11/13/2001 - 09/25/2009
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
NJ
11/15/1999 - 10/22/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 05/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Steve Raspotnik is the right advisor for you? Invested Better is here to help.
