Steven
Mayer
Cushing Capital Partners, LLC
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About this Advisor
Steven Mayer is a financial advisor who works in Delafield, Wisconsin who has 2 years of industry experience. Mayer currently works for Cushing Capital Partners, LLC. Throughout their career, they have worked at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Cushing Capital Partners. Mayer has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas and Wisconsin. Cushing Capital Partners, LLC is a registered investment company operating out of Delafield, WI. It administers $187 million in assets between its 805 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 805 client accounts, 45% belong to high-net-worth individuals who have at least $1 million in investable assets. Cushing Capital Partners, LLC has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees typically depend on the services. Fee types charged by Cushing Capital Partners, LLC can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cushing Capital Partners, LLC Brokerage Details
$186,806,498
5
805
$232,058
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Steven Mayer Work History
Steven has been registered as a financial advisor for 2 years.*
Cushing Capital Partners
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*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 Mayer 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 Cushing Capital Partners, LLC
Delafield, WI
Delafield, WI
Delafield, WI
Delafield, WI
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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