Stephen Driever
Stephen Driever is a registered investment advisor at Cetera Investment Advisers LLC, based in Chippewa Falls, WI, with 41 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
103 N Bridge St, Ste 255, Chippewa Falls, WI, 54729
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2008Customer Dispute
March 1997Other Business Activities
Stephen operates his LPL business under the DBA Wealth Management Group, LLC. He is also a Registered Investment Advisor providing financial planning for a fixed fee, dedicating minimal time to this activity. Stephen also owns 10% of Driever Farms LLC, earning passive income from farmland rent.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Wealth Management Group, LLC
Wealth Management Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
UBS Financial Services INC.Broker
Piper Jaffray & CO.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.