Steven KagerCRD Number: 1873483
Current Firm: Personal Investment Management Inc.
Steven Kager (CRD# 1873483) is an Investment Advisor Representative working at Personal Investment Management Inc. in Redmond, WA and has over 28 years of experience in the finance industry. Steven Kager 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.
Brighton Jones LLC
|Personal Investment Management, Inc.||Redmond, WA||Jan 1995 - Current||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1988|
Total Assets Under Management360MILLIONS
Total Number of Accounts1,015ACCOUNTS
Average Account Value$354,499
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, LA, OR, TX, WA