Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven John Kontz is a financial professional with over 30 years of experience in the industry. Steven is currently registered with Cetera Investment Advisers LLC and has previously held registrations with Securian Financial Services, Inc. and Pruco Securities Corporation. Steven is a Chartered Financial Consultant and holds a variety of licenses including Series 4, 6, 7, 24, 63 and 65. Steven is a member of Nick Alex Properties LLC, RFC Highland Plaza Two LLC, and has experience in fixed insurance sales and rental property. Steven provides financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. Steven serves a variety of clients including high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
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.
1
2
NE
08/10/2023 - Present
Cetera Investment Advisers LLC (OMAHA NE)
NE
01/28/2003 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
NJ
06/01/1993 - 12/04/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 5/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/9/2013
Series 4 - Registered Options Principal Examination
BC
Issued 1/5/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/20/1998
Series 7 - General Securities Representative Examination
BC
Issued 5/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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