Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Wolf is a financial advisor with over 30 years of experience in the industry. Steven has worked at several firms, including G.R. Phelps & Co., Inc., PMG Securities Corporation, Great American Advisors, Inc., and Lincoln Investment. Steven is currently registered with CWM, LLC as a Registered Investment Advisor. Steven is registered in Florida and New York, and has passed the Series 63, Series 7, and Series 65 exams, in addition to the Series 24 General Securities Principal Examination. Steven is a Certified Financial Planner® professional. Steven also has a valid insurance license and spends approximately 20 hours per month selling insurance. CWM, LLC, Steven's current firm, is based in Omaha, Nebraska and has a large base of individual clients, with 629 total clients, 31,916 of those being individuals other than high net worth.
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.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
NY
08/08/2023 - Present
CWM, LLC (Ronkonkoma NY)
NY
08/02/2010 - 11/08/2012
LINCOLN INVESTMENT (RONKONKOMA NY)
NY
02/15/2005 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (RONKONKOMA NY)
IL
01/01/1994 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
NA
04/27/1992 - 12/16/1993
G. R. PHELPS & CO., INC.
IA
Issued 07/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/1996
Series 24 - General Securities Principal Examination
BC
Issued 04/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Steven Wolf is the right advisor for you? Invested Better is here to help.
