Steven Latham (CRD# 5432016) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Altoona, WI and has over 16 years of experience in the finance industry. Steven Latham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1177018
Mckinley Money, LLC
CRD# 6621851
Robert W. Baird & Company Incorporated
CRD# 5319186
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Great Valley Advisor Group, Inc. | Altoona, WI | Apr 2021 - Current | 3 |
| Lpl Financial, LLC | Altoona, WI | Mar 2021 - Current | 3 |
| Ameriprise Financial Services, Inc. | Altoona, WI | Jan 2019 - Feb 2021 | 2 |
| Rbc Capital Markets Corporation | Minneapolis, MN | Mar 2008 - Jan 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2007 |
- MN
- WI
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Total Assets Under Management7,343MILLIONS
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Total Number of Accounts24,276ACCOUNTS
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Average Account Value$302,488
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, 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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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