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Steven Hanousek

17 Years of Experience
Canfield, OH
BrokerSells Insurance

Steven Hanousek is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Canfield, OH, with 17 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

5731 Shields Road, Suite D, Canfield, OH, 44406

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Steven is the owner of SPH Realty Group, LLC, a real estate company, since 2021, dedicating a few hours per week. He also owns and operates The Capital Insurance Group, providing consulting and options for Medicare participants, also dedicating a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2017 - Present · 8 yrs 8 mos
Raymond James Financial Services, INC.Broker
November 2017 - Present · 8 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
November 2009 - November 2017 · 8 yrs
Wells Fargo Clearing Services, LLCBroker
November 2009 - November 2017 · 8 yrs
Stifel, Nicolaus & Company, IncorporatedBroker
September 2009 - October 2009 · 1 mo
Stifel, Nicolaus & Company, Incorporated
September 2009 - October 2009 · 1 mo
UBS Financial Services INC.
July 2008 - September 2009 · 1 yr 2 mos
UBS Financial Services INC.Broker
June 2008 - September 2009 · 1 yr 3 mos
State Registrations25 states
ALAZCACOCTFLGAILINKSMDMIMNMONCNHNVOHOKPASCTXUTVAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.