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Steven John Spieldenner

33 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

5800 Monroe St Building A, Ste 4, Sylvania, OH, 43560

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History

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.

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Other Business ActivitiesSells Insurance

Steven is an insurance agent selling life, health, disability, annuities, and long-term care insurance since 2019. He is also an investment advisory representative with Vantage Financial Group, dedicating about a quarter of his time to providing financial services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 8 mos
Vantage Financial Group, INC.
April 2022 - Present · 3 yrs 10 mos
Cetera Wealth Services, LLCBroker
October 2019 - Present · 6 yrs 4 mos
Cetera Wealth Services, LLC
October 2019 - Present · 6 yrs 4 mos
Previous Registrations
Cetera Advisor Networks LLC
October 2019 - June 2023 · 3 yrs 8 mos
Voya Financial Advisors, INC.
July 2013 - October 2019 · 6 yrs 3 mos
Voya Financial Advisors, INC.Broker
June 2013 - October 2019 · 6 yrs 4 mos
Walnut Street Securities, INC.
November 2012 - June 2013 · 7 mos
Walnut Street Securities, INC.Broker
September 2001 - June 2013 · 11 yrs 9 mos
New England SecuritiesBroker
May 2000 - August 2001 · 1 yr 3 mos
Royal Alliance Associates, INC.Broker
August 1992 - May 2000 · 7 yrs 9 mos
State Registrations10 states
CACOFLINMINCOHTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Steven John Spieldenner - Financial Advisor | TrueAdvisor