Stevens Wealth Management LLC

Stevens Wealth Management LLC (CRD# 123043) is a financial advisory firm headquartered in Deerfield, IL. They manage $260,955,333 in 504 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    261
    MILLION
  • Total Number of Accounts
    504
    ACCOUNTS
  • Average Account Value
    $517,769
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, IL, NY, TX

Financial Advisors at Stevens Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Susan V. Stevens
CRD#: 2511599
500 Lake Cook Road, Suite 350, Deerfield, IL 60015
96
Wealthminder
score

Susan Stevens (CRD# 2511599) is an Investment Advisor Representative working at Stevens Wealth Management LLC in Deerfield, IL and has over 22 years of experience in the finance industry. Susan Stevens 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.

2
Cristine M. Marik
CRD#: 4589843
500 Lake Cook Road, Suite 350, Deerfield, IL 60015
90
Wealthminder
score

Cristine Marik (CRD# 4589843) is an Investment Advisor Representative working at Stevens Wealth Management LLC in Deerfield, IL and has 1 year of experience in the finance industry. Cristine Marik 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.

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