Invested Better
Unclaimed

Unclaimed

Unclaimed

Steven Edwin Roeth

Redhawk Wealth Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Steven? Claim Your Profile

About Steven Edwin Roeth

Steven Edwin Roeth is a financial advisor with Redhawk Wealth Advisors, Inc. He specializes in providing financial planning and portfolio management services for individuals, high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. He is also a Managing Member of SCF Wealth, LLC, a firm that provides advisory and insurance services under the DBA name Nuvo Wealth. Steven is registered with the state of Nevada as an Investment Advisor Representative. He has been working in the industry since 2005 and has previous experience with Evolve Securities, Inc., Stonehurst Securities, Inc., and Community Bankers Securities, LLC. Steven is also a volunteer with the Southern Hills Church of Jesus Christ of Latter-day Saints.

Firm Information

Steven Roeth is currently registered with Redhawk Wealth Advisors, Inc.. Redhawk Wealth Advisors, Inc. is an independent financial advisory firm based in Bloomington, MN. They manage approximately $1 billion to $10 billion in assets for a diverse range of clients, including individuals, families, businesses, and institutions. Their services include financial planning, portfolio management, and pension consulting. Redhawk Wealth Advisors, Inc. is registered with the Securities and Exchange Commission (SEC) and has a team of 47 investment advisor representatives.
Redhawk Wealth Advisors, Inc.

8500 NORMANDALE LAKE BLVD

BLOOMINGTON, MN 55437

$1.82B

Assets Under Management

941

Total Clients

44

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Steven Roeth’s Registration & Firm History

MN

11/14/2019 - Present

Redhawk Wealth Advisors, Inc. (BLOOMINGTON MN)

NV

08/17/2009 - 12/21/2009

EVOLVE SECURITIES, INC. (LAS VEGAS NV)

IL

08/10/2009 - 08/17/2009

FIRST MIDWEST SECURITIES, INC. (BLOOMINGTON IL)

NV

06/29/2006 - 01/26/2009

STONEHURST SECURITIES, INC. (LAS VEGAS NV)

NV

08/11/2005 - 06/19/2006

COMMUNITY BANKERS SECURITIES, LLC (LAS VEGAS NV)

Not sure if Steven Edwin Roeth is right for you?

Licenses & Designations

IA

Issued 09/21/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/18/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/21/2006

Series 7 - General Securities Representative Examination

BC

Issued 08/10/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Steven Edwin Roeth. Review regulatory record here.
Not sure if Steven Edwin Roeth is right for you?