Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven McDonough is an active investment advisor representative in Iowa, registered with Wealth Enhancement Advisory Services, LLC. Steven has been in the industry for over 7 years, previously working with firms such as Avantax Investment Services, Inc., ProEquities, Inc., and MML Investors Services, LLC. Steven holds the Series 63, Series 65, Series 7, and SIE licenses. Steven specializes in advising individuals, families, and businesses on their financial planning and investment needs.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
IA
01/19/2024 - Present
Wealth Enhancement Advisory Services, LLC (DUBUQUE IA)
IA
09/30/2020 - 01/17/2024
AVANTAX INVESTMENT SERVICES, INC. (DUBUQUE IA)
IA
05/14/2019 - 09/30/2020
PROEQUITIES, INC. (DUBUQUE IA)
IA
10/15/2018 - 04/30/2019
MML INVESTORS SERVICES, LLC (Davenport IA)
BC
Issued 10/29/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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