SI
SI

Steven Scott Iversen

49 Years of Experience
1 DisclosureSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
432 clients
Average Client Portfolio
$386K average
Assets Under Management
$166.8M

Fee Structure

Minimum Investment:$50K
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Location

6721 Academy Rd. Ne, Suite B, Albuquerque, NM, 87109

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History

Regulatory History (1)
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Regulatory
January 1985
Final
Other Business ActivitiesSells Insurance

Steven works as an independent contractor/enrolled agent for Cross State Tax & Financial, LLC, dedicating about 10-20% of his time to assisting tax preparers and preparing tax returns since 2022. Since 1993, he has also worked as an insurance agent, spending a few hours per week on sales and service of fixed insurance, long-term care, medical, Medicare supplements, and final insurance needs.

Employment History
Current Registrations
Cross State Financial Group LLC
February 2016 - Present · 10 yrs
Previous Registrations
Crown Capital Securities, L.P.
December 2018 - December 2020 · 2 yrs
Crown Capital Securities, L.P.
November 2016 - December 2017 · 1 yr 1 mo
Crown Capital Securities, L.P.Broker
October 2016 - November 2023 · 7 yrs 1 mo
Foothill Securities, INC.Broker
January 2010 - October 2016 · 6 yrs 9 mos
Foothill Securities, INC.
January 2010 - October 2016 · 6 yrs 9 mos
Next Financial Group, INC.
January 2006 - December 2009 · 3 yrs 11 mos
Next Financial Group, INC.Broker
December 2005 - December 2009 · 4 yrs
Raymond James Financial Services
May 1999 - December 2005 · 6 yrs 7 mos
Raymond James Financial Services, INC.Broker
August 1984 - December 2005 · 21 yrs 4 mos
Boettcher & Company, INC.Broker
January 1984 - July 1984 · 6 mos
D. A. Davidson & CO. IncorporatedBroker
April 1976 - February 1984 · 7 yrs 10 mos
State Registrations1 state
NM
Advisor
Exams
No exam information available for this advisor.
Steven Scott Iversen - Financial Advisor | TrueAdvisor