Unclaimed Profile

Steven A Van Solkema

WBI INVESTMENTS, LLC·RED BANK, New Jersey

WBI 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

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Steven A Van Solkema is a registered financial advisor based in RED BANK, New Jersey, affiliated with WBI INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

WBI INVESTMENTS, LLC

AUM

$527M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WBI INVESTMENTS, LLC →

Services

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

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 3144017

Firm CRD# 106336

View on FINRA BrokerCheck →

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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. Contact their office in RED BANK, New Jersey for a consultation.

What are Steven A Van Solkema's credentials?

Steven A Van Solkema is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven A Van Solkema located?

Steven A Van Solkema is based in RED BANK, New Jersey, working with WBI INVESTMENTS, LLC. Their office serves clients in the RED BANK metropolitan area and surrounding communities.

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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