Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Felchle is an active Registered Representative and Investment Advisor Representative. Steven has been in the industry since 1998. Steven currently works for Osaic Wealth, Inc. and is registered with FINRA, the Securities Industry Regulatory Authority, as well as with the states of Minnesota and North Dakota. Steven is also licensed to conduct Investment Advisory services. In addition to his work with Osaic Wealth, Inc., Steven also owns and operates Felchle Farms, Inc., a farming business.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
ND
06/14/2024 - Present
Osaic Wealth, Inc. (BISMARCK ND)
ND
05/20/2016 - 06/14/2024
SECURITIES AMERICA, INC. (BISMARCK ND)
ND
04/23/2013 - 05/24/2016
U.S. BANCORP INVESTMENTS, INC. (MINOT ND)
ND
01/03/2011 - 04/24/2013
WELLS FARGO ADVISORS, LLC (BISMARCK ND)
ND
12/13/2000 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BISMARCK ND)
MN
06/15/2001 - 09/13/2001
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
12/22/1998 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BOTH
Issued 12/15/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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