Steven Dye (CRD# 6316903) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Sussex, WI and has over 9 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Sussex, WI | Jun 2019 - Current | 4 |
| Independent Advisor Alliance | Charlotte, NC | Jun 2019 - Current | 4 |
| Benjamin Haddorff | Germantown, WI | Oct 2017 - Jun 2019 | 1 |
| Various Insurance Carriers For W&r Insurance Agencies | Wauwatosa, WI | Aug 2014 - Jun 2019 | 4 |
| Waddell & Reed, Inc. | Germantown, WI | Apr 2014 - Jun 2019 | 5 |
| Uber | San Francisco, CA | Apr 2017 - Jan 2018 | < 1 |
| Ken Michaels Furniture | Milwaukee, WI | Apr 2013 - Jun 2014 | 1 |
| Wels Kingdom Workers | Wauwatosa, WI | Mar 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2014 |
- WI
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Total Assets Under Management12,827MILLIONS
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Total Number of Accounts52,309ACCOUNTS
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Average Account Value$245,214
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
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