Steven Heslinga is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Providence, RI, with 14 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1 Citizens Plz Ste 520, Providence, RI, 02903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is the treasurer for Cape Arts & Entertainment, spending minimal time attending meetings and reviewing financial statements. He also has 50% ownership in rental property, dedicating minimal time to it.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Wells Fargo Securities, LLCBroker
State Registrations39 states
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
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