Steven Brewer, financial advisor Salem IN
93 score

Steven Brewer

CRD Number: 3162543
Current Firm: H.d. Vest Advisory Services, Inc.

Steven Brewer (CRD# 3162543) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Salem, IN and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Investment Services Salem, IN Dec 1998 - Current 18
Steven Brewer, Cpa, Pc Salem, IN Mar 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Sep 1999
Contact Info for Steven W. Brewer
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, 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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