AdvisorOS Directory
Claim Profile
SE

Steven Michael Elefson

R.O. MILLS MANAGEMENT, LLC·JACKSON, Missouri
Unclaimed Profile
620 WEST JACKSON BLVD., JACKSON, MO 63755CRD# 1833583Firm CRD# 159327
01

About

Steven Michael Elefson is a registered financial advisor based in JACKSON, Missouri, affiliated with R.O. MILLS MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
R.O. MILLS MANAGEMENT, LLC
VIKING WEALTH ADVISORS
AUM
$105M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at R.O. MILLS MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1833583
Firm CRD# 159327
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in JACKSON?

Browse all registered financial advisors in JACKSON, Missouri or claim this profile if it's yours.

Browse JACKSON 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 Steven Michael Elefson offer?
Steven Michael Elefson specializes in Financial Planning, Investment Management. Contact their office in JACKSON, Missouri for a consultation.
What are Steven Michael Elefson's credentials?
Steven Michael Elefson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Michael Elefson located?
Steven Michael Elefson is based in JACKSON, Missouri, working with R.O. MILLS MANAGEMENT, LLC. Their office serves clients in the JACKSON metropolitan area and surrounding communities.
How does Steven Michael Elefson charge for services?
Steven Michael Elefson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is R.O. MILLS MANAGEMENT, LLC?
R.O. MILLS MANAGEMENT, LLC has approximately 1 employees and manages $105M 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 →
Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile