Unclaimed Profile

Kevin Terhaar

STAIRWAY PARTNERS, LLC·CHICAGO, Illinois

Clean record9 years registeredSTAIRWAY PARTNERS, LLC

209 SOUTH LASALLE STREET, CHICAGO, IL 60604-1447CRD# 4598794Firm CRD# 133157

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Terhaar · CHICAGO, IL

Registration

CRD #4598794 · STAIRWAY PARTNERS, LLC · 9 years registered

Brand Profile

Not yet started

Career History

STAIRWAY PARTNERS, LLC

Apr 2017 – present

Registrations & Exams

Registration record

First registered · April 6, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STAIRWAY PARTNERS, LLC

CRD 133157 · SEC 801-63583

AUM

$2.0B

Regulatory assets under management

Employees

99 client accounts

Services offered by STAIRWAY PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at STAIRWAY PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Kevin Terhaar offer?

Kevin Terhaar specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHICAGO, Illinois for a consultation.

What are Kevin Terhaar's credentials?

Kevin Terhaar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Terhaar located?

Kevin Terhaar is based in CHICAGO, Illinois, working with STAIRWAY PARTNERS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Kevin Terhaar charge for services?

Kevin Terhaar's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STAIRWAY PARTNERS, LLC?

STAIRWAY PARTNERS, LLC has approximately 5 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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