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Stephen Mcraven

31 Years of Experience
Peoria, IL
1 DisclosureBroker

Stephen Mcraven is a registered investment advisor at Wells Fargo Advisors, based in Peoria, IL, with 31 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2426 W Cornerstone Ct, Ste 2A, Peoria, IL, 61614

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History

Regulatory History (1)
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Customer Dispute
June 2017
Settled
Other Business Activities

Stephen has ownership stakes in Cornerstone Strategic Wealth Management LLC and SJM Capital LLC, and co-owns Anthem Prickley Pear LLC and rental property with his spouse. He also serves as co-trustee for Cornerstone Strategic Wealth Management LLC 401k and KHM Cornerstone Group, LLC 401k, dedicating minimal time to these activities.

Employment History
Current Registrations
Wells Fargo Advisors
November 2013 - Present · 12 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2013 - Present · 12 yrs 10 mos
Previous Registrations
Wells Fargo Advisors, LLC
August 2005 - November 2013 · 8 yrs 3 mos
Wells Fargo Advisors, LLCBroker
August 2005 - November 2013 · 8 yrs 3 mos
Morgan Stanley
April 1998 - August 2005 · 7 yrs 4 mos
Morgan Stanley Dw INC.Broker
September 1994 - August 2005 · 10 yrs 11 mos
State Registrations35 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Stephen Mcraven - Financial Advisor | TrueAdvisor