Steffan
Harrison
Bmo Direct Invest Inc
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About this Advisor
Steffan Harrison is a financial advisor based in Chicago, Illinois, working with Bmo Direct Invest Inc. Steffan has previously held positions at Jp Morgan Securities LLC, First Midwest Bank, Saddle River Landscaping, Perimeter Logistics, Bmo Harris Bank, and Bmo Direct Invest. Steffan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Steffan is part of Bmo Direct Invest Inc, which operates out of Chicago, Illinois. The firm has 5 employees and manages assets totaling $4.7 million. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Bmo Direct Invest Inc includes asset-based and fixed fees.
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Bmo Direct Invest Inc Brokerage Details
$4,661,075
5
154
$30,267
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Steffan Harrison Work History
Bmo Direct Invest
Perimeter Logistics
Bmo Harris Bank
Saddle River Landscaping
First Midwest Bank
Jp Morgan Securities LLC
Disclosures
Please visit the SEC profile of Steffan Harrison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bmo Direct Invest Inc
Phoenix, AZ
Chicago, IL
Tucson, AZ
Chicago, IL
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