Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Boltz is a financial advisor with Schwab Wealth Advisory, Inc. based in Noblesville, Indiana. Steven has been in the industry since 1996 and has held several previous positions with LPL Financial Corporation, CUSO Financial Services, L.P., Fifth Third Securities, Inc., and others. Steven holds the Series 7, Series 63 and Series 65 licenses. Steven is also a Certified Financial Planner. Steven is committed to providing financial planning and portfolio management services to individuals and businesses.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
IN
01/26/2023 - Present
Schwab Wealth Advisory, Inc. (Noblesville IN)
IN
03/03/2005 - 06/12/2008
LPL FINANCIAL CORPORATION (FISHERS IN)
CA
11/09/2004 - 03/02/2005
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
OH
04/18/2001 - 06/27/2003
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IL
07/23/1998 - 02/23/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
01/08/1993 - 07/28/1995
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
08/01/1991 - 01/08/1993
G. R. PHELPS & CO., INC.
OH
11/20/1992 - 12/05/1992
FIRST OF AMERICA BROKERAGE SERVICE, INC. (CLEVELAND OH)
BC
Issued 12/08/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Steven Boltz is the right advisor for you? Invested Better is here to help.
