Unclaimed Profile

Steven A Van Solkema

WBI INVESTMENTS, LLC·RED BANK, New Jersey

SIE, Series 4, Series 7, Series 24, Series 27, Series 55, Series 57TO, Series 63, Series 99TOCFAClean record12 years registeredWBI INVESTMENTS, LLC

ONE RIVER CENTRE - 331 NEWMAN SPRINGS ROAD, RED BANK, NJ 07701CRD# 3144017Firm CRD# 106336

Profile Verification

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

Identity

Steven A Van Solkema · RED BANK, NJ

Registration

CRD #3144017 · WBI INVESTMENTS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WBI INVESTMENTS, LLC

WBI INVESTMENTS, LLC

Mar 2019 – Jul 2024

RED BANK, NJ

MILLINGTON SECURITIES, INC.

Nov 2014 – Feb 2015

RED BANK, NJ

MILLINGTON SECURITIES, INC.

Jul 2014 – Oct 2014

RED BANK, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 27

Series 55

Series 57TO

Series 63

Series 99TO

Registration record

First registered · July 3, 2014

Years registered · 12

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WBI INVESTMENTS, LLC

CRD 106336 · SEC 801-22873

AUM

$527M

Regulatory assets under management

Employees

1,491 client accounts

Services offered by WBI INVESTMENTS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Market timing services

Other advisory services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Nonprofits & Foundations

View all advisors at WBI INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Steven A Van Solkema offer?

Steven A Van Solkema specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Steven A Van Solkema's credentials?

Steven A Van Solkema holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Steven A Van Solkema located?

Steven A Van Solkema is based in RED BANK, New Jersey, last registered with WBI INVESTMENTS, LLC.

How does Steven A Van Solkema charge for services?

Steven A Van Solkema'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 WBI INVESTMENTS, LLC?

WBI INVESTMENTS, LLC has approximately 19 employees and manages $527M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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