Steven Garrels is a registered investment advisor, based in Elgin, IL, with 16 years of industry experience.
Location
1752 Capital Street, Suite 400, Elgin, IL, 60124
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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 is a referring advisor for Porte Brown Wealth Management LLC and equity index annuities. He also serves as an agent for Avantax Insurance Agency, providing insurance sales and service, and is the treasurer for Lake Geneva Manor Association.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Capital CORP.Broker
1st Global Advisors INC
Bsc Private Wealth Management, LLC
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.