Steven Bresler (CRD# 853343) is an Investment Advisor Representative working at Planmember Securities Corporation in Golden, CO and has over 6 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Planmember Securities Corporation | Carpinteria, CA | Apr 2020 - Current | 4 |
| Client 4 Life | Richardson, TX | Jan 2019 - Current | 5 |
| Na - Unemployed | Greenwood Village, CO | Apr 2018 - Dec 2018 | < 1 |
| Gwfs Equities, Inc. | Greenwood Village, CO | Oct 2011 - Apr 2018 | 6 |
| Empower Retirement | Greenwood Village, CO | Oct 2011 - Apr 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2017 |
| S63 | Uniform Securities State Law Examination | Aug 2021 |
- CO
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Total Assets Under Management8,276MILLIONS
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Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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