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Steven Lee Fletcher

1834 Investment Advisors Co.

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About Steven Lee Fletcher

Steven Fletcher is a Retirement Plan Services Advisor with Old National Bank and 1834 Investment Advisors Co. Steven is registered with the state of Illinois as an Investment Advisor Representative. Steven has been in the financial services industry since 2009 and has experience at several firms including Raymond James Financial Services, Inc. and FNBO. Steven has been with Old National Bank and 1834 Investment Advisors Co. since 2022 and 2024, respectively. Steven focuses on helping individuals, high-net-worth individuals, and retirement plan clients with their financial planning and portfolio management needs.

Firm Information

Steven Fletcher is currently registered with 1834 Investment Advisors Co.. 1834 Investment Advisors Co. is an investment advisor headquartered in Milwaukee, Wisconsin. With over $1 billion in assets under management, the firm provides financial planning, portfolio management for businesses and individuals, and other services to a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, state or municipal government entities, and individuals other than high-net-worth.
1834 Investment Advisors Co.

511 N BROADWAY

MILWAUKEE, WI 53202

$1.12B

Assets Under Management

Not reported

Total Clients

7

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.

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financial planning services

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

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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fixed fees

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

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percentage of assets

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

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Steven Fletcher’s Registration & Firm History

IL

02/06/2024 - Present

1834 Investment Advisors Co. (Chicago IL)

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Licenses & Designations

IA

Issued 12/29/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/31/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Lee Fletcher.
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