Steven Hefter
Steven Hefter is a registered investment advisor at Wells Fargo Advisors, based in Highland Park, IL, with 42 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1849 Green Bay Rd, Ste 200, Highland Park, IL, 60035
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Regulatory History (1)
Judgment / Lien
May 2024Other Business Activities
Steven is involved in several investment-related activities, including owning rental property, holding ownership in investment partnerships and HLM Capital LLC, and acting as trustee or co-trustee for various trusts and a family foundation. His involvement with HLM Capital LLC takes nearly full-time hours, while the other activities require minimal time.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Goldman, Sachs & CO.Broker
State Registrations34 states
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