Steven Schwefel

from Geneva Partners, LLC
SEC regulated
Regulated Investment Advisor
Steven Schwefel is a financial advisor based in Wisconsin, Lake Geneva, with 13 years of experience. Steven currently works for Geneva Partners, LLC. Steven maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Steven Schwefel works at Geneva Partners, LLC
Geneva Partners, LLC is a financial advisory firm based in Lake Geneva, Wisconsin. It currently has approximately $290,354,601 of assets under management and employs about 8 people. Geneva Partners, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
20 years
Fee structure
and a percentage of assets under your management
Office location
772 West Main Street, Suite 301, Lake Geneva, Wisconsin, 53147

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