Steven
Schwefel
Geneva Partners, LLC
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About this Advisor
Steven Schwefel is a financial advisor based in Lake Geneva, Wisconsin, working with Geneva Partners, LLC. Steven has previously held positions at Wrp Investments, Inc, Geneva Partners, LLC, Sterne Agee Financial Services, Inc, and Sterne Agee Investment Advisor Services, Inc. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois and Wisconsin. Currently, Steven is part of Geneva Partners, LLC, which operates out of Lake Geneva, Wisconsin. The firm has 8 employees and manages assets totaling $319.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Geneva Partners, LLC includes asset-based fees.
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Geneva Partners, LLC Brokerage Details
$319,026,956
8
1,208
$264,095
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Steven Schwefel Work History
Geneva Partners, LLC
Sterne Agee Investment Advisor Services, Inc
Sterne Agee Financial Services, Inc
Wrp Investments, Inc
Disclosures
Please visit the SEC profile of Steven Schwefel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Geneva Partners, LLC
Lake Geneva, WI
Chicago, IL
Lake Geneva, WI
Lake Geneva, WI
Lake Geneva, WI
Lake Geneva, WI
Lake Geneva, WI
Lake Geneva, WI
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