Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Martin is a financial advisor who has been working in the industry since 2003. Steven is a Certified Financial Planner and specializes in providing financial planning, portfolio management and pension consulting services. Steven has been registered with Forum Financial Management, LP since 2019. Prior to that, Steven worked with BKD Wealth Advisors, LLC, Wolf Financial Management, LLC, Cambridge Legacy Securities L.L.C., and Commonwealth Financial Network. Steven is licensed to provide financial advice in Illinois, Louisiana and Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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IL
08/05/2020 - Present
Forum Financial Management, LP (LOMBARD IL)
IL
11/11/2010 - 05/30/2014
WOLF FINANCIAL MANAGEMENT, LLC (OAKBROOK TERRACE IL)
IL
07/13/2009 - 11/12/2010
CAMBRIDGE LEGACY SECURITIES L.L.C. (PLAINFIELD IL)
IL
03/04/2003 - 07/13/2009
COMMONWEALTH FINANCIAL NETWORK (PLAINFIELD IL)
BC
Issued 03/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/10/2008
Series 24 - General Securities Principal Examination
BC
Issued 12/15/2011
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 03/01/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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