Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Cross is a financial advisor with over 9 years of experience in the industry. Steven is currently registered with Nicolet Wealth Management, a firm with over 30 employees, that manages over $3.6 billion in assets. Steven specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Steven is also registered with the state of Michigan and holds a Series 66 license.
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.
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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WI
12/24/2024 - Present
Nicolet Wealth Management (GREEN BAY WI)
Active
Inactive
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