Steven Post, financial advisor Auburn IN
90 score

Steven Post

CRD Number: 6140150
Current Firm: Steven E Post, LLC

Steven Post (CRD# 6140150) is an Investment Advisor Representative working at Steven E Post, LLC in Auburn, IN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Steven E Post, LLC Auburn, IN Nov 2012 - Current 4
Steven E Post Ea, LLC Auburn, IN Apr 1974 - Current 42
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2012
Contact Info for Steven E. Post
Phone Number: 260-925-2887
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    120
    MILLIONS
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $454,394
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IN, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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