AdvisorOS Directory
Claim Profile
SS

Steven Perry Schwefel

GENEVA PARTNERS, LLC·LAKE GENEVA, Wisconsin
Unclaimed Profile
772 WEST MAIN STREET, LAKE GENEVA, WI 53147CRD# 1091898Firm CRD# 130768
01

About

Steven Perry Schwefel is a registered financial advisor based in LAKE GENEVA, Wisconsin, affiliated with GENEVA PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
GENEVA PARTNERS, LLC
GENEVA PARTNERS, LLC
AUM
$319M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at GENEVA PARTNERS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1091898
Firm CRD# 130768
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LAKE GENEVA?

Browse all registered financial advisors in LAKE GENEVA, Wisconsin or claim this profile if it's yours.

Browse LAKE GENEVA 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 Perry Schwefel offer?
Steven Perry Schwefel specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LAKE GENEVA, Wisconsin for a consultation.
What are Steven Perry Schwefel's credentials?
Steven Perry Schwefel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Perry Schwefel located?
Steven Perry Schwefel is based in LAKE GENEVA, Wisconsin, working with GENEVA PARTNERS, LLC. Their office serves clients in the LAKE GENEVA metropolitan area and surrounding communities.
How does Steven Perry Schwefel charge for services?
Steven Perry Schwefel'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 GENEVA PARTNERS, LLC?
GENEVA PARTNERS, LLC has approximately 8 employees and manages $319M 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 LAKE GENEVA
Robert Jay Anderson — VOYAGER CAPITAL MANAGEMENT, LLCRachael Ann Nickelsen — VOYAGER CAPITAL MANAGEMENT, LLCTyson Jon Ray — FORM WEALTH ADVISORS, LLCKimberly Susan Cochenour — FORM WEALTH ADVISORS, LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile