Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Broihahn is a financial advisor at Avantax Planning Partners, Inc. in Madison, WI. Steven has been in the financial industry since 2015. Steven is a Certified Financial Planner and is licensed to provide investment advice in multiple states. Steven is a member of the National Association of Personal Financial Advisors (NAPFA). Steven provides financial planning services including retirement planning, college savings planning, and estate planning.
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.
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.
1
2
WI
04/13/2018 - Present
Avantax Planning Partners, Inc. (Madison WI)
WI
02/19/2019 - 09/30/2020
PROEQUITIES, INC. (WAUNAKEE WI)
WI
02/07/2018 - 03/21/2018
KESTRA INVESTMENT SERVICES, LLC (Madison WI)
WI
05/14/2015 - 02/07/2018
VALMARK SECURITIES, INC. (MADISON WI)
BC
Issued 06/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Broihahn is the right advisor for you? Invested Better is here to help.
