SA
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
382 clients
Average Client Portfolio
$116K average
Assets Under Management
$44.1M
Fee Structure
Minimum Investment:$25K
There is no fee information provided in this brochure.
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Advisor Information
Office location
Akron, OH
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is the President/CEO of The Financial Works USA, LLC, focusing on retirement income planning, fixed annuities, and life insurance sales, occupying his full-time. He also rents out timeshares with his wife as a part-time activity.
Employment History
Current Registrations
Bcd Advisors
April 2024 - Present · 1 yr 9 mos
Previous Registrations
Virtue Capital Management, LLC
September 2018 - April 2024 · 5 yrs 7 mos
Horter Investment Management, LLC
May 2017 - August 2018 · 1 yr 3 mos
State Registrations1 state
MS
Advisor
Exams
No exam information available for this advisor.