Steven Fagan is a registered investment advisor, based in Rockford, IL, with 22 years of industry experience.
Location
6885 Vistagreen Way, Suite A, Rockford, IL, 61107
Get directionsHistory
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 sells fixed insurance and owns Estate Conservation and Preservation, Inc., both activities taking minimal time. He is also co-owner and treasurer of Core Rife Group Inc., a manufacturing company, which takes none of his time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC.
Kalos Capital, INC.Broker
Kalos Management
Envision Investment Advisors, LLC
Envision Investment Advisors, LLC
Quest Capital Strategies, INC.
Quest Capital Strategies, INC.Broker
State Registrations23 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.