Steven BackusCRD 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 15 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
|Cleary Gull Advisors Inc.||Milwaukee, WI||Dec 2008 - Current||9|
|Cleary Gull Inc.||Milwaukee, WI||Dec 2008 - May 2016||7|
|B C Ziegler And Company||Milwaukee, WI||Jan 2007 - Nov 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2003|
|S65||NASAA Investment Advisors Law Examination||Feb 2005|
Total Assets Under Management2,292MILLIONS
Total Number of Accounts708ACCOUNTS
Average Account Value$3,237,757
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CO, FL, GA, IL, IN, LA, MI, MN, MS, NC, NE, NH, NJ, NM, NV, NY, OH, SC, TN, TX, VA, WA, WI