Steven Backus, financial advisor Milwaukee WI
93 score

Steven Backus

CRD Number: 4622760
Current Firm: Cleary Gull Advisors Inc.

Steven Backus (CRD# 4622760) is an Investment Advisor Representative working at Cleary Gull Advisors Inc. in Milwaukee, WI and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Cleary Gull Advisors Inc. Milwaukee, WI Dec 2008 - Current 8
Cleary Gull Inc. Milwaukee, WI Dec 2008 - May 2016 7
B C Ziegler And Company Milwaukee, WI Jan 2007 - Nov 2008 1
Ziegler Capital Management, LLC Milwaukee, WI Jan 2007 - Nov 2007 < 1
B C Ziegler And Company Milwaukee, WI Nov 2005 - Jan 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2003
S65 NASAA Investment Advisors Law Examination Feb 2005
Contact Info for Steven J. Backus
Phone Number: 414-291-4500
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    2,087
    MILLIONS
  • Total Number of Accounts
    705
    ACCOUNTS
  • Average Account Value
    $2,959,616
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IL, IN, MI, MN, MS, NC, NJ, NM, NV, NY, OH, SC, TN, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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