Steven Bolek is a registered investment advisor, based in Macomb, MI, with 2 years of industry experience.
Location
Macomb, MI
Get directionsHistory
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 Activities
Steven works as a designer at Best Buy, selling and installing electronics and related services, dedicating nearly full-time hours to this role. He also works as a financial professional at Craun, Freeman & Associates, P.C., providing financial planning, investment management, and tax services, which takes about a quarter of his time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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.