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Steven Kucharski

34 Years of Experience
Fort Wayne, IN
1 DisclosureBroker

Steven Kucharski is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Wayne, IN, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

10249 Auburn Road, Fort Wayne, IN, 46825

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History

Regulatory History (1)
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Financial
November 2016
Final
Other Business Activities

Steven is the treasurer and committee member for Fort Wayne Sister Cities International, volunteering a few hours per week. He also works as a financial advisor for Simcox Financial Services, dedicating about half his time to this role.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2014 - Present · 12 yrs
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
February 2006 - April 2014 · 8 yrs 2 mos
Wells Fargo Advisors Financial Network, LLC
February 2006 - April 2014 · 8 yrs 2 mos
Wachovia Securities, LLCBroker
October 1999 - February 2006 · 6 yrs 4 mos
Wachovia Securities, LLC
February 1999 - February 2006 · 7 yrs
First Union Capital Markets CORP.Broker
January 1999 - October 1999 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1991 - January 1999 · 7 yrs 2 mos
State Registrations11 states
AZCAFLILINKYMINCOHOKUT
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Steven Kucharski - Financial Advisor | TrueAdvisor