Bartt Stevens, financial advisor Morton IL
93 score

Bartt Stevens

CRD Number: 5522571
Current Firm: Cambridge Investment Research Advisors, Inc.

Bartt Stevens (CRD# 5522571) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Morton, IL and has over 8 years of experience in the finance industry.

Similar Advisors
Jeffrey Alexander, financial advisor Morton IL
Jeffrey L. Alexander
CRD# 2776
Royal Alliance Associates, Inc.
Score
96
Similar Advisors
Allan Bates, financial advisor Morton IL
Allan H. Bates
CRD# 1669709
Northwestern Mutual Investment Services,llc
Score
96
Similar Advisors
James Brown, financial advisor Morton IL
James R. Brown
CRD# 1290497
Northwestern Mutual Investment Services,llc
Score
96
Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Oct 2010 - Current 6
Cambridge Investment Research, Inc. Fairfield, IA Aug 2009 - Current 7
Laurus Strategies Morton, IL Apr 2008 - Current 8
Paraclete Advisory Services Morton, IL Aug 2009 - Dec 2010 1
Mutual Service Corporation Morton, IL Apr 2008 - Aug 2009 1
Illinois State Treasury Springfield/chicago, IL Dec 1997 - Mar 2008 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S65 NASAA Investment Advisors Law Examination Feb 2008
Contact Info for Bartt M. Stevens
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • Educational seminars/workshops
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

Ready to hire a financial advisor? Get competitive proposals from Bartt Stevens and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.