AdvisorOS Directory
Claim Profile
SC

Steve L Cardinal

CERES PARTNERS, LLC·SOUTH BEND, Indiana
Unclaimed Profile
1251 N. EDDY STREET, SOUTH BEND, IN 46617CRD# 6520722Firm CRD# 290937
01

About

Steve L Cardinal is a registered financial advisor based in SOUTH BEND, Indiana, affiliated with CERES PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CERES PARTNERS, LLC
CERES PARTNERS, LLC
AUM
$1.6B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at CERES PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6520722
Firm CRD# 290937
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SOUTH BEND?

Browse all registered financial advisors in SOUTH BEND, Indiana or claim this profile if it's yours.

Browse SOUTH BEND AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SOUTH BEND
Jason Werner Cooper — 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.Paul Wayne Gifford — 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.Steven James Wessell — 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.Tamara L. Simon — 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.Bennett Jay Goodman — CERES PARTNERS, LLC
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)GOSHEN (32)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile