Steven
Wise

Beacon Associates Wealth Management, LLC

CRD#2584013
Investment Advisor
in Maumee, OH

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About this Advisor

Steven Wise is a financial advisor based in Maumee, Ohio, working with Beacon Associates Wealth Management, LLC. Steven has previously held positions at Beacon Beach Club, LLC, Beacon Associates Insurance Agency, LLC, Redhawk Wealth Advisors, Inc, Virtue Capital Management, LLC, Simplicity Wealth, Beacon Associates Wealth Management, LLC, and S&R Wise Holdings, LLC. Steven has passed the Series 65 regulatory exam and is registered to provide services in Michigan and Ohio. Currently, Steven is part of Beacon Associates Wealth Management, LLC, which operates out of Maumee, Ohio.

Certifications and Registrations

Series 65

Office Location

1755 Indianwood Circle, Suite 200
Maumee, OH 43537

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Steven Wise Work History

2022 - Present (3 years)

Beacon Associates Wealth Management, LLC

2017 - Present (8 years)

S&R Wise Holdings, LLC

2016 - Present (9 years)

Beacon Beach Club, LLC

2004 - Present (21 years)

Beacon Associates Insurance Agency, LLC

2019 - 2022 (3 years)

Simplicity Wealth

2016 - 2019 (3 years)

Virtue Capital Management, LLC

2014 - 2016 (2 years)

Redhawk Wealth Advisors, Inc

Disclosures

Please visit the SEC profile of Steven Wise 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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