Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Kluever is a financial advisor with ON Investment Management Co. located in Cincinnati, Ohio. Steven has been a financial advisor since 2000. Steven holds the Series 7, 6, 24, 66, and SIE licenses. Steven has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Steven provides a variety of financial services including financial planning, portfolio management, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
OH
05/19/2023 - Present
ON Investment Management Co. (cincinnati OH)
CO
08/29/2022 - 04/14/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LAKEWOOD CO)
CA
04/25/2016 - 09/11/2018
AIG CAPITAL SERVICES, INC. (WOODLAND HILLS CA)
CO
11/04/2014 - 11/17/2015
LPL FINANCIAL LLC (DENVER CO)
FL
04/11/2013 - 11/13/2013
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (ST. PETERSBURG FL)
FL
06/06/2012 - 11/11/2013
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
CT
04/18/2011 - 06/14/2012
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)
CO
07/09/2003 - 03/16/2011
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
IN
03/06/1995 - 06/18/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/06/1995 - 06/18/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 04/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2013
Series 24 - General Securities Principal Examination
BC
Issued 08/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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