Stephen Haney
Stephen Haney is a registered investment advisor at Cetera Investment Advisers LLC, based in Tulsa, OK, with 10 years of industry experience. Stephen 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
1616 S Main St, Tulsa, OK, 74119
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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
Stephen is an agent/broker for Catalyst Benefits Group and SAMA Fixed Insurance, and the owner of Haney Financial Services. He also dedicates time to volunteer work, networking, and his wife's LLC, while spending about a quarter of his time as a financial professional for Guide Wealth Partners.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations8 states
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