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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Putzel is a registered investment advisor representative with Kovitz Investment Group Partners, LLC. Steven has been in the securities industry since 1995 and has a wide range of experience in financial services. Steven's specialties include investment advice, portfolio management, and financial planning. Steven is committed to providing his clients with personalized financial guidance and helping them achieve their financial goals. Steven has a strong track record of success and is highly regarded in the financial services industry.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
IL
01/24/2024 - Present
Kovitz Investment Group Partners, LLC (CHICAGO IL)
IL
10/01/2008 - 05/09/2022
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
06/02/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
NY
12/13/1995 - 06/02/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 01/24/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/23/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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