Steven Koleszar, financial advisor Orting WA

Steven Koleszar

CRD Number: 6489429
Current Firm: Edward Jones

Steven Koleszar (CRD# 6489429) is an Investment Advisor Representative working at Edward Jones in Orting, WA and has over 8 years of experience in the finance industry.

Similar Advisors
Eric Maclean, ChFC®, CLU®, AIF®, financial advisor Orting WA
Eric S. Maclean, ChFC®, CLU®, AIF®
CRD# 5925615
Securities America Advisors, Inc.
Similar Advisors
Kye Abraham, financial advisor Orting WA
Kye A. Abraham
CRD# 872944
Abraham & Company, Inc.
Similar Advisors
Phil Abraham, financial advisor Orting WA
Phil Abraham
CRD# 7043324
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Edward Jones St Louis, MO May 2015 - Current 8
Baker Hughes Incorporated Anchorage, AK Mar 2011 - May 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2015
Contact Info for Steven C. Koleszar
Phone Number: 314-515-2000
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.