SV
SV

Steven Hartman Vonschriltz

18 Years of Experience
Broker
Areas of Practice
Investment ManagementInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Location

890 Proprietors Rd., Worthington, OH, 43085

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Steven works as an assistant coach at the Upper Arlington Swim Club, dedicating a few hours per week. He also works as a financial advisor/IAR for W3 Wealth Advisors, taking about a quarter of his time.

Employment History
Current Registrations
W3 Wealth Advisors, LLC
August 2022 - Present · 3 yrs 6 mos
Valmark Advisers, INC.
July 2022 - Present · 3 yrs 7 mos
Valmark Securities, INC.Broker
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Lincoln Financial Advisors CorporationBroker
August 2010 - April 2022 · 11 yrs 8 mos
Lincoln Financial Advisors Corporation
October 2006 - December 2009 · 3 yrs 2 mos
Lincoln Financial Advisors CorporationBroker
October 2006 - December 2009 · 3 yrs 2 mos
State Registrations23 states
AZCACOFLGAILINKYLAMAMDMEMINCNMOHORPASCTXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Steven Hartman Vonschriltz - Financial Advisor | TrueAdvisor