Steven Effert (CRD# 2211629) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Krakow, WI and has over 31 years of experience in the finance industry.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
CRD# 1273248
Merit Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trustmont Financial Group, Inc. | Greensburg, PA | Aug 2020 - Current | 3 |
| Trustmont Advisory Group, Inc. | Greensburg, PA | Aug 2020 - Current | 3 |
| Securites Service Network, Inc. | Pulaski, WI | Aug 2016 - Aug 2020 | 4 |
| Sii Investments | Pulaski, WI | Jan 2011 - Aug 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2007 |
- WI
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Total Assets Under Management919MILLIONS
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Total Number of Accounts5,109ACCOUNTS
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Average Account Value$179,967
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, IA, IL, IN, MA, MD, MI, MN, MO, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV
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