Stephen Barasch, financial advisor Pleasant Prairie WI
93 score

Stephen Barasch

CRD Number: 1782805
Current Firm: Cetera Investment Advisers LLC

Stephen Barasch (CRD# 1782805) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pleasant Prairie, WI and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jul 2004 - Current 12
Cetera Financial Specialists LLC Schaumburg, IL Jun 2004 - Current 12
Stephen H Barasch Cpa Pleasant Prairie, WI Jul 1998 - Current 18
Self Employed Cpa-full Time Kenosha, WI Jul 1982 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1988
Contact Info for Stephen H. Barasch
Phone Number: 888-528-2987
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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