Steven Kontz is a ChFC-designated registered investment advisor, based in Omaha, NE, with 32 years of industry experience.
Location
12801 Pierce St, Ste 300, Omaha, NE, 68144
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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 is an agent/broker for multiple insurance companies, focusing on fixed insurance sales, dedicating a few hours per week to these activities. He also owns rental properties through LLCs, spending minimal time on these ventures.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Prudential Financial Planning Services
Pruco Securities CorporationBroker
State Registrations41 states
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