Unclaimed
Steven Vacinek is a financial advisor in Minneapolis, Minnesota with over 25 years of experience. Steven has worked with clients on a wide range of financial topics, including investment management, financial planning, and retirement planning. Steven is currently registered with Cetera Investment Advisers LLC, a firm headquartered in Schaumburg, Illinois. Previously Steven was registered with Securian Financial Services, Inc., CRI Securities, LLC, Thrivent Distributors, LLC, Thrivent Investment Management Inc., Quasar Distributors, LLC, U.S. Bancorp Investments, Inc., and Wells Fargo Brokerage Services, L.L.C..
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.
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
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (MINNEAPOLIS MN)
MN
06/03/2021 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/03/2021 - 10/18/2021
CRI SECURITIES, LLC (MINNEAPOLIS MN)
MN
12/15/2015 - 04/02/2021
THRIVENT DISTRIBUTORS, LLC (Minneapolis MN)
MN
05/01/2014 - 06/13/2019
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
ME
02/08/2013 - 04/04/2014
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
MN
03/17/2006 - 12/31/2012
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
06/21/2007 - 12/31/2009
CRI SECURITIES, LLC (ST PAUL MN)
MN
05/21/2001 - 06/03/2005
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
MN
11/29/2001 - 12/31/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
12/17/2000 - 05/21/2001
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
12/13/2000 - 05/21/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
03/01/1996 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
IA
Issued 09/08/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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