Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Zahn is a financial advisor with Transamerica Retirement Advisors, LLC. Steven is registered with FINRA and the SEC and is licensed to sell securities in all 50 states and the District of Columbia. Steven has been in the financial services industry since June 2000 and has a wide range of experience in helping individuals and businesses with their financial planning needs. Steven has worked previously with Thrivent Investment Management Inc., Thrivent Distributors, LLC, and Promotional Management Inc of Green Bay. Steven specializes in retirement planning, college savings, and investment management. Steven has a Series 6, Series 26, Series 63 and Series 65 licenses, and he is also a Certified Financial Planner (CFP®).
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
WI
03/04/2024 - Present
Transamerica Retirement Advisors, LLC (APPLETON WI)
WI
07/11/2017 - 12/18/2023
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
WI
11/18/2015 - 07/12/2017
THRIVENT DISTRIBUTORS, LLC (Appleton WI)
WI
06/07/2000 - 12/28/2015
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
IA
Issued 03/04/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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