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).
Total Assets Under Management261MILLION
Total Number of Accounts504ACCOUNTS
Average Account Value$517,769
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, IL, NY, TX
Susan Stevens (CRD# 2511599) is an Investment Advisor Representative working at Stevens Wealth Management LLC in Deerfield, IL and has over 23 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.