Steven
Iversen
Cross State Financial Group LLC
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About this Advisor
Steven Iversen is a financial advisor based in Albuquerque, New Mexico, working with Cross State Financial Group LLC. Steven has previously held positions at Foothill Securities, Inc, Corporate Benefit Consultants, LTD, Waite & Genevieve Phillips Fdn, Rental Property, Board Member, Cross State Financial Group, LLC, Crown Capital Securities, L.P./Osj Manager, and Cross State Tax & Financial, LLC. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado, Florida, New Mexico, and Texas. Currently, Steven is part of Cross State Financial Group LLC, which operates out of Albuquerque, New Mexico. The firm has 7 offices and 9 employees. The firm manages assets totaling $145.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Cross State Financial Group LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cross State Financial Group LLC Brokerage Details
$145,456,346
9
1,060
$137,223
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Steven Iversen Work History
Cross State Tax & Financial, LLC
Cross State Financial Group, LLC
Crown Capital Securities, L.P./Osj Manager
Board Member
Rental Property
Foothill Securities, Inc
Waite & Genevieve Phillips Fdn
Corporate Benefit Consultants, LTD
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.
Financial Advisors at Cross State Financial Group LLC
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Albuquerque, NM
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