Steven Ortman is a registered investment advisor at Wells Fargo Advisors, based in Bourbonnais, IL, with 39 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
232 Main Street Nw, [Satellite], Bourbonnais, IL, 60914
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven has a 20% ownership in Vista Wealth Advisors, LLC since 2021. He spends nearly full-time (175 hours per month) on this investment-related activity, with 130 hours dedicated to trading through Finet Practice.
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
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations22 states
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