Steven Spieldenner
Steven Spieldenner is a registered investment advisor at Cetera Investment Advisers LLC, based in Sylvania, OH, with 33 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5800 Monroe St Building A, Ste 4, Sylvania, OH, 43560
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is an insurance agent selling life, health, disability, annuities, and long-term care insurance since 2019. He is also an investment advisory representative with Vantage Financial Group, dedicating about a quarter of his time to providing financial services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Vantage Financial Group, INC.
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
New England SecuritiesBroker
Royal Alliance Associates, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.