Steven Wirick is a registered investment advisor, based in Coldwater, MI, with 39 years of industry experience.
Location
Coldwater, MI
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is an independent insurance agent for various independent insurance companies.
Employment History
Current Registrations
Cambridge Investment Research, INC.
April 2021 - Present · 5 yrs 1 mo
Cambridge Investment Research, INC.Broker
April 2021 - Present · 5 yrs 1 mo
Cambridge Investment Research Advisors, INC.
May 2008 - Present · 18 yrs
Previous Registrations
Cambridge Investment Research, INC.Broker
May 2008 - April 2021 · 12 yrs 11 mos
Aig Retirement Advisors, INC.
August 2003 - May 2008 · 4 yrs 9 mos
Aig Retirement Advisors, INC.Broker
January 1999 - May 2008 · 9 yrs 4 mos
The Variable Annuity Marketing CompanyBroker
August 1986 - December 2001 · 15 yrs 4 mos
State Registrations3 states
MITXVA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.