Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lautenschlager is a financial advisor with over 20 years of experience in the industry. He has held various positions at several firms, including Securities America, Inc. and SII Investments, Inc. Steven is currently registered with Osaic Wealth, Inc. and holds the Series 7, 24, 63, and 65 licenses. He is also a Certified Financial Planner. Steven specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients.
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
WI
06/14/2024 - Present
Osaic Wealth, Inc. (Greenville WI)
WI
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Greenville WI)
WI
11/06/2017 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Greenville WI)
WI
06/06/2016 - 11/06/2017
SII INVESTMENTS, INC. (GREENVILLE WI)
WI
01/11/2010 - 06/09/2016
FSC SECURITIES CORPORATION (GREENVILLE WI)
WI
11/01/2006 - 01/06/2010
SII INVESTMENTS, INC. (OSHKOSH WI)
WI
03/16/2005 - 11/15/2006
LINSCO/PRIVATE LEDGER CORP. (OSH KOSH WI)
IA
04/03/2002 - 03/09/2005
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NE
05/23/2000 - 03/13/2002
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
Issued 08/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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