SW
ChFC
SW
ChFC
Steven Wilhusen
26 Years of Experience
Park Ridge, IL
1 DisclosureBroker
Steven Wilhusen is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Park Ridge, IL, with 26 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
Park Ridge, IL
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Regulatory History (1)
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Customer Dispute
December 2008Denied
Other Business Activities
Steven is the secretary of the Halsted Hubbard Condo Association and owns rental property, dedicating minimal time to each. He also works full-time as a partner at Mappa Wealth Management and participates in market research surveys.
Employment History
Current Registrations
Cetera Advisors LLC
December 2024 - Present · 1 yr 5 mos
Cetera Investment Advisers LLC
December 2024 - Present · 1 yr 5 mos
Cetera Advisors LLCBroker
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Osaic Wealth, INC.
January 2024 - December 2024 · 11 mos
Osaic Wealth, INC.Broker
January 2024 - December 2024 · 11 mos
Woodbury Financial Services, INC.
February 2010 - January 2024 · 13 yrs 11 mos
Woodbury Financial Services, INC.Broker
February 2010 - January 2024 · 13 yrs 11 mos
Chase Investment Services CORP.
July 2005 - February 2010 · 4 yrs 7 mos
Chase Investment Services CORP.Broker
July 2005 - February 2010 · 4 yrs 7 mos
Banc One Securities Corporation
September 2003 - July 2005 · 1 yr 10 mos
Banc One Securities CorporationBroker
September 2003 - July 2005 · 1 yr 10 mos
Mony Securities CorporationBroker
August 1999 - October 2003 · 4 yrs 2 mos
State Registrations21 states
AZCAFLGAILINKSKYLAMIMNMONCNYOHPATNTXVAWAWI
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.