STEVENS WEALTH MANAGEMENT LLC

STEVENS WEALTH MANAGEMENT LLC of DEERFIELD, IL is an SEC-registered investment adviser (CRD 123043). Regulatory assets under management: $286.7M.

Registration

Officers, owners & control persons (7)

NameRoleLocation
STEVENS SUSAN VIRGINIACEO, CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER; PRESIDENT (+1 more)
VAN ZEE SHERRY ANNFINANCIAL ADVISOR/VP OPERATIONS
GUENTHER JASON ALANFINANCIAL RESEARCH ANALYST; SENIOR FINANCIAL ADVISOR
KROLL SANDRA JEANCHIEF COMPLIANCE OFFICER; GENERAL MANAGER
CONNELLY SARA ACFO
JACOBSON ALYSSA RAEFINANCIAL PLANNING SPECIALIST
CONNELLY SARA ABIGAILCFO

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