Unclaimed Profile

Steven M Bartz

GRAYBILL BARTZ ASSOCIATES, LTD·ELMHURST, Illinois

Series 3, Series 65Clean record28 years registeredGRAYBILL BARTZ ASSOCIATES, LTD

135 S COTTAGE HILL AVE, ELMHURST, IL 60126CRD# 3007487Firm CRD# 112046

Profile Verification

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

Identity

Steven M Bartz · ELMHURST, IL

Registration

CRD #3007487 · GRAYBILL BARTZ ASSOCIATES, LTD · 28 years registered

Brand Profile

Not yet started

Career History

GRAYBILL WEALTH MANAGEMENT, LTD.

Feb 2004 – present

GRAYBILL BARTZ ASSOCIATES, LTD

Jan 2003 – Dec 2003

ELMHURST, IL

GRAYBILL BARTZ ASSOCIATES, LTD

Sep 1997 – Dec 2002

ELMHURST, IL

Registrations & Exams

FINRA examinations passed

Series 3

Series 65

Registration record

First registered · September 25, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRAYBILL WEALTH MANAGEMENT, LTD.

CRD 112046 · SEC 801-5921

AUM

$371M

Regulatory assets under management

Employees

560 client accounts

Services offered by GRAYBILL WEALTH MANAGEMENT, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GRAYBILL WEALTH MANAGEMENT, LTD. →

Introduction

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Frequently Asked Questions

What services does Steven M Bartz offer?

Steven M Bartz specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ELMHURST, Illinois for a consultation.

What are Steven M Bartz's credentials?

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

Where is Steven M Bartz located?

Steven M Bartz is based in ELMHURST, Illinois, working with GRAYBILL BARTZ ASSOCIATES, LTD. Their office serves clients in the ELMHURST metropolitan area and surrounding communities.

How does Steven M Bartz charge for services?

Steven M Bartz'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 GRAYBILL BARTZ ASSOCIATES, LTD?

GRAYBILL BARTZ ASSOCIATES, LTD has approximately 5 employees and manages $371M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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