Steven
Iversen
Cross State Financial Group LLC
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About this Advisor
Steven Iversen is a financial advisor operating in Albuquerque, New Mexico with a total of 7 years of relevant experience. Iversen is on the advisory team at Cross State Financial Group LLC. Throughout their career, they have worked at Foothill Securities, Inc, Corporate Benefit Consultants, LTD, Waite & Genevieve Phillips Fdn, Rental Property, Board Member, Cross State Financial Group, LLC and Crown Capital Securities, L.P./Osj Manager. Iversen holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado, Florida, New Mexico and Texas. Cross State Financial Group LLC is a business based out of Albuquerque, NM. The firm has offices in six locations and a total of nine financial advisors. It manages $117 million in assets among its 861 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 861 accounts, just 7% belong to high-net-worth investors who have greater than $1 million in investable assets. The business performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice typically depend on which services the firm provides the client. However, fee types billed by Cross State Financial Group LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cross State Financial Group LLC Brokerage Details
$117,205,050
9
861
$136,127
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Steven Iversen Work History
Steven has been registered as a financial advisor for 7 years.*
Crown Capital Securities, L.P./Osj Manager
Cross State Financial Group, LLC
Board Member
Rental Property
Foothill Securities, Inc
Waite & Genevieve Phillips Fdn
Corporate Benefit Consultants, LTD
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Iversen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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