Steven Gehl, financial advisor Kalamazoo MI
90 score

Steven Gehl

CRD Number: 6044741
Current Firm: Kestra Advisory Services, LLC

Steven Gehl (CRD# 6044741) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Kalamazoo, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current < 1
Transamerica Financial Advisors, Inc. Kalamazoo, MI Feb 2012 - Apr 2016 4
Firekeepers Casino Battle Creek, MI Jul 2009 - Jan 2013 3
Workforce Stratigies Inc. Kalamazoo, MI Oct 2008 - May 2009 < 1
Student Vancouver, Aug 2007 - Sep 2008 1
Meijer Inc. Kalamazoo, MI Dec 1998 - Jul 2007 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2012
S65 NASAA Investment Advisors Law Examination Oct 2012
Contact Info for Steven M. Gehl
Phone Number: 512-697-6000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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

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