Unclaimed Profile

Steven Michael Luterbach

B. C. ZIEGLER AND COMPANY·CHICAGO, Illinois

SIE, Series 4, Series 6, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 6527 years registeredB. C. ZIEGLER AND COMPANY

200 SOUTH WACKER DRIVE, CHICAGO, IL 60606CRD# 2703125Firm CRD# 61

Profile Verification

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

Identity

Steven Michael Luterbach · CHICAGO, IL

Registration

CRD #2703125 · B. C. ZIEGLER AND COMPANY · 27 years registered

Brand Profile

Not yet started

Career History

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Mar 2018 – present

B. C. ZIEGLER AND COMPANY

Jun 2009 – Mar 2018

WAUKESHA, WI

WELLS FARGO FUNDS MANAGEMENT, LLC

Jan 2005 – May 2009

MENOMONEE FALLS, WI

STRONG CAPITAL MANAGEMENT INC

Jul 1999 – Jan 2005

MENOMONEE FALLS, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · July 22, 1999

Years registered · 27

Disclosure History

2010Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

B. C. ZIEGLER AND COMPANY

CRD 61 · SEC 801-19699

AUM

$660M

Regulatory assets under management

Employees

275

2,764 client accounts

Services offered by B. C. ZIEGLER AND COMPANY

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at B. C. ZIEGLER AND COMPANY →

Introduction

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Frequently Asked Questions

What services does Steven Michael Luterbach offer?

Steven Michael Luterbach specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Steven Michael Luterbach's credentials?

Steven Michael Luterbach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Michael Luterbach located?

Steven Michael Luterbach is based in CHICAGO, Illinois, working with B. C. ZIEGLER AND COMPANY. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Steven Michael Luterbach charge for services?

Steven Michael Luterbach's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is B. C. ZIEGLER AND COMPANY?

B. C. ZIEGLER AND COMPANY has approximately 275 employees and manages $660M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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