Steven Roeth
Steven Roeth is a ChFC-designated registered investment advisor at Redhawk Wealth Advisors, INC., based in Bloomington, MN, with 14 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 3,283 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Redhawk Wealth Advisors charges a fee based on a percentage of the assets they manage for you. This fee covers investment advice, trade entry, and account maintenance. The exact fee is detailed in your Investment Management Agreement and can vary based on the size and complexity of your portfolio. Starter accounts (less than $5,000) are charged a flat $50 annual fee. A technology fee is also applied: $5/month for accounts over $10,000 and $2.50/month for accounts under $10,000.
Location
8500 Normandale Lake Blvd, Suite 960, Bloomington, MN, 55437
Get directionsHistory
Regulatory History (1)
Regulatory
November 2009Other Business ActivitiesSells Insurance
Steven owns Valley Marketing and Consulting (VMAC) for bookkeeping purposes, spending minimal time. He is also a managing member of Sun City Financial Wealth Management (SCF Wealth LLC), which operates as Nuvo Wealth, using it to market advisory and insurance services, dedicating nearly full-time hours.
Employment History
Current Registrations
Redhawk Wealth Advisors, INC.
Previous Registrations
Evolve Securities, INC.Broker
First Midwest Securities, INC.Broker
Stonehurst Securities, INC.Broker
Community Bankers Securities, LLCBroker
State Registrations2 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.