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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Jay Backus is a financial advisor at Johnson Wealth Inc. in Milwaukee, Wisconsin. Steven has been in the financial services industry since 2003 and has experience in a variety of areas, including wealth management, investment advisory, and trust services. Steven holds Series 7, 31, and 63 securities licenses and is also a Series 65 registered investment advisor. Steven currently has an active investment advisor registration in Texas and Wisconsin. Steven has previously worked at Cleary Gull Inc., B. C. Ziegler and Company, Morgan Stanley DW Inc., and Strong Investments, Inc.
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.
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WI
01/29/2010 - Present
Johnson Wealth Inc. (MILWAUKEE WI)
WI
12/17/2008 - 06/02/2016
CLEARY GULL INC. (MILWAUKEE WI)
IL
11/29/2005 - 12/02/2008
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
NY
01/06/2005 - 10/17/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
WI
02/13/2003 - 12/31/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 02/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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