Steven
Schwefel
Geneva Partners, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Steven Schwefel is a financial advisor working in Lake Geneva, Wisconsin with 11 years of industry experience. Schwefel is on the advisory team at Geneva Partners, LLC. The advisor has gained experience at Wrp Investments, Inc, Geneva Partners, LLC, Sterne Agee Financial Services, Inc and Sterne Agee Investment Advisor Services, Inc. Schwefel holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Illinois and Wisconsin. Geneva Partners, LLC is an advisory business that has its headquarters in Lake Geneva, WI. It manages $290 million in total assets across its 1,154 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,154 accounts, just 9% are held by high-net-worth investors who have at least $1 million in assets. Geneva Partners, LLC provides a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically vary depending on which services are offered. However, fees charged by Geneva Partners, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Geneva Partners, LLC Brokerage Details
$290,354,601
8
1,154
$251,607
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Steven Schwefel Work History
Steven has been registered as a financial advisor for 11 years.*
Geneva Partners, LLC
Sterne Agee Investment Advisor Services, Inc
Sterne Agee Financial Services, Inc
Wrp Investments, Inc
*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 Schwefel 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 Geneva Partners, LLC
Lake Geneva, WI
Chicago, IL
Lake Geneva, WI
Lake Geneva, WI
Lake Geneva, WI
Lake Geneva, WI
Lake Geneva, WI
Lake Geneva, 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
