Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Jahnke is a financial advisor who has been in the industry since 2002. He is currently registered with New York Life Investment Management LLC. Previously, Steven Jahnke was employed by Allianz Life Financial Services, LLC, Allspring Funds Distributor, LLC, Nuveen Securities, LLC, Quasar Distributors, LLC and State Farm VP Management Corp. He is registered as a broker-dealer and investment advisor in Minnesota, North Dakota and South Dakota. Steven Jahnke specializes in portfolio management for businesses, individuals, investment companies and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
NY
04/10/2024 - Present
NEW York Life Investment Management LLC (NEW YORK NY)
MN
06/24/2021 - 01/31/2024
ALLSPRING FUNDS DISTRIBUTOR, LLC (Minneapolis MN)
MN
01/08/2021 - 06/02/2021
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
IL
01/03/2011 - 08/07/2020
NUVEEN SECURITIES, LLC (CHICAGO IL)
ME
03/04/2005 - 01/03/2011
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
IL
05/15/2001 - 12/06/2004
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
MN
03/15/2001 - 05/03/2001
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
IA
Issued 11/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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