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Steven Michael Elefson

R.O. MILLS MANAGEMENT, LLC·JACKSON, Missouri
SIE, Series 7, Series 9, Series 10, Series 24, Series 52TO, Series 53, Series 63, Series 66, Series 99TOClean record30 years registeredR.O. MILLS MANAGEMENT, LLC
620 WEST JACKSON BLVD., JACKSON, MO 63755CRD# 1833583Firm CRD# 159327

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Michael Elefson · JACKSON, MO
Registration
CRD #1833583 · R.O. MILLS MANAGEMENT, LLC · 30 years registered
Brand Profile
Not yet started
01

Career History

VISIONARY WEALTH ADVISORS, LLC
Jan 2019 – present
CARY STREET PARTNERS
Feb 2015 – Dec 2018
JACKSON, MO
VIKING WEALTH ADVISORS
Dec 2011 – Jan 2015
JACKSON, MO
AMERIPRISE FINANCIAL SERVICES, INC.
Jan 2010 – Nov 2011
JACKSON, MO
RAYMOND JAMES & ASSOCIATES, INC.
Oct 2004 – Jan 2010
JACKSON, MO
RAYMOND JAMES FINANCIAL SERVICES
Oct 1995 – Oct 2004
JACKSON, MO
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 24
Series 52TO
Series 53
Series 63
Series 66
Series 99TO
Registration record
First registered · October 31, 1995
Years registered · 30
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
R.O. MILLS MANAGEMENT, LLC
CRD 159327 · SEC 801-72885
AUM
$105M
Regulatory assets under management
Employees
1
474 client accounts
Services offered by R.O. MILLS MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at R.O. MILLS MANAGEMENT, LLC →
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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.
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