Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Michael Grutzius is a financial advisor who has been in the industry since 1998. Steven is currently registered with LPL Financial LLC and has been with the firm since 2010. Prior to that, Steven was registered with Chase Investment Services Corp. and BANC One Securities Corporation. Steven has passed a number of industry exams including the Series 7, Series 6, Series 63, Series 66, and Series 24. Steven is registered with the states of Arkansas, Florida, Illinois, Indiana, Michigan, Tennessee, Texas, Washington, and Wisconsin. Steven specializes in a wide range of services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Steven's firm has a total of over $463 billion in regulatory assets under management.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
06/19/2018 - Present
LPL Financial LLC (LOMBARD IL)
IL
07/06/2005 - 11/30/2010
CHASE INVESTMENT SERVICES CORP. (COUNTRYSIDE IL)
IL
03/01/1999 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MA
03/11/1998 - 02/02/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 04/20/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Grutzius is the right advisor for you? Invested Better is here to help.
