Steven Loheit is a registered investment advisor, based in Minneapolis, MN, with 25 years of industry experience.
Location
3300 Fernbrook Ln N, Suite 250, Minneapolis, MN, 55447-5341
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Regulatory History
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 owns Steven H. Loheit, Inc., an S corp for his financial planning business, and receives commissions through it. He is also a licensed insurance agent in Minnesota selling life, health, and variable insurance, and is associated with Financial Perspectives, Inc., an RIA.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Financial Perspectives
Previous Registrations
Cambridge Investment Research, INC.Broker
Askar CORP.Broker
Lasalle St Securities, L.L.C.Broker
Askar CORP.Broker
Franklin Financial Services CorporationBroker
New England SecuritiesBroker
State Registrations1 state
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.