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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Szafranski is a financial advisor with BSW Wealth Partners. Steven is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial services industry for over 10 years. Steven is registered with the state of Colorado and is also licensed to provide investment advice in Illinois. Steven has experience working with a variety of clients, including individuals, families, businesses, and non-profit organizations. Steven's focus is on providing personalized financial advice and investment management services to help clients achieve their financial goals. Steven is committed to providing clients with the highest level of service and is always available to answer questions and provide guidance.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
1. tax & estate planning coordination 2. diversification planning 3. employee stock options
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.
Travel reimbursement
1
2
CO
08/19/2022 - Present
BSW Wealth Partners (BOULDER CO)
IL
07/29/2014 - 07/20/2021
AMERIPRISE FINANCIAL SERVICES, LLC (BURR RIDGE IL)
IL
03/13/2014 - 05/20/2014
PNC INVESTMENTS (NAPERVILLE IL)
IL
08/03/2010 - 05/09/2013
AMERIPRISE FINANCIAL SERVICES, INC. (BURR RIDGE IL)
BOTH
Issued 08/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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