Steven
Roeth

Redhawk Wealth Advisors, Inc

CRD#5012688
Investment Advisor
in Minneapolis, MN

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About this Advisor

Steven Roeth is a financial advisor based in Minneapolis, Minnesota, working with Redhawk Wealth Advisors, Inc. Steven has previously held positions at Redhawk Wealth Advisors, Inc, Valley Marketing And Consulting, LLC, and Scf Wealth, LLC. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Nevada and Texas. Currently, Steven is part of Redhawk Wealth Advisors, Inc, which operates out of Minneapolis, Minnesota. The firm has 38 offices and 55 employees. The firm manages assets totaling $1.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Redhawk Wealth Advisors, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

8500 Normandale Lake Blvd Suite 960
Minneapolis, MN 55437

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Redhawk Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,167,245

MN Average: $5,289,111,388
Total Number of Employees

55

MN Average: 157
Total Number of Accounts

5,408

MN Average: 8,262
Average Account Size

$335,645

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Steven Roeth Work History

2015 - Present (9 years)

Redhawk Wealth Advisors, Inc

2015 - Present (9 years)

Scf Wealth, LLC

2012 - Present (12 years)

Valley Marketing And Consulting, LLC

Disclosures

Please visit the SEC profile of Steven Roeth 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 Redhawk Wealth Advisors, Inc

Joseph Armstrong
Enid, OK
Kurtis Polacek
Hamilton, OH
Sandy Levine
Minneapolis, MN
Nathan Willis
Aurora, CO
Jason Hand
Minneapolis, MN
Steven Roeth
Minneapolis, MN
Bernard Bedell
Brighton, MI
Andrew Riis
Fishers, IN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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