Steven Plant
Steven Plant is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wayzata, MN, with 25 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
Firm Size
IM Fee
Assets Under Management
Location
1905 East Wayzata Boulevard, Suite 155, Wayzata, MN, 55391
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is the President and Chair of the Board for the Rotary Club of Maple Grove Foundation, dedicating a few hours per week to guiding the foundation's search for a third-party investment manager. He is also an advisor for Plant Investment Services, Inc. and North Shore Capital Management, LLC.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Citigroup Global Markets INC.Broker
State Registrations19 states
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