Steven Schroll
Steven Schroll is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Hartville, OH, with 17 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1221 West Maple Street, Suite 200, Hartville, OH, 44632
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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 works for Everence, providing investment, financial planning, insurance (med-supp, fixed annuities, life insurance, long-term care), and charitable planning services, taking about half of his time. He also teaches a personal finance class, drives a school bus, owns rental property, acts as power of attorney for his mother, and sells life and fixed annuity insurance products through One Resource Group.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Everence Trust Company
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
State Registrations10 states
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