Steven Bullert, financial advisor New Brighton MN

Steven Bullert

CRD Number: 2636432
Current Firm: Securities America Advisors, Inc.

Steven Bullert (CRD# 2636432) is an Investment Advisor Representative working at Securities America Advisors, Inc. in New Brighton, MN and has over 28 years of experience in the finance industry. Steven Bullert 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.

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Professional Designations
Company Name Location Dates Years
Securities America, Inc. New Brighton, MN Jul 2015 - Current 8
Securities America Advisors, Inc. New Brighton, MN Jul 2015 - Current 8
Fintegra, LLC Minneapolis, MN Sep 2009 - Jul 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1995
S65 NASAA Investment Advisors Law Examination Jun 2000
Contact Info for Steven M. Bullert
Phone Number: 402-399-9111
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • 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, WY

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