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Steve L Cardinal

CERES PARTNERS, LLC·SOUTH BEND, Indiana
SIE, Series 7, Series 14, Series 24, Series 28, Series 63, Series 99TOClean recordCERES PARTNERS, LLC
1251 N. EDDY STREET, SOUTH BEND, IN 46617CRD# 6520722Firm CRD# 290937

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steve L Cardinal · SOUTH BEND, IN
Registration
CRD #6520722 · CERES PARTNERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 28
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CERES PARTNERS, LLC
CRD 290937 · SEC 801-114192
AUM
$1.6B
Regulatory assets under management
Employees
21
5 client accounts
Services offered by CERES PARTNERS, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at CERES PARTNERS, LLC →
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Frequently Asked Questions

What services does Steve L Cardinal offer?
Steve L Cardinal specializes in Retirement Planning. Contact their office in SOUTH BEND, Indiana for a consultation.
What are Steve L Cardinal's credentials?
Steve L Cardinal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steve L Cardinal located?
Steve L Cardinal is based in SOUTH BEND, Indiana, working with CERES PARTNERS, LLC. Their office serves clients in the SOUTH BEND metropolitan area and surrounding communities.
How does Steve L Cardinal charge for services?
Steve L Cardinal's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CERES PARTNERS, LLC?
CERES PARTNERS, LLC has approximately 21 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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