SZ

Steven S. Zangmeister

ASPIRE GROWTH PARTNERS | Financial Advisor
Miromar Lakes, FL
Some features on this profile are disabled
CRD#: 1769785
SZ

Professional summary


Steven S Zangmeister, who also goes by Zango Zangmeister, is a registered financial advisor currently at ASPIRE GROWTH PARTNERS LLC located in Miromar Lakes, Florida.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Steven has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO, SIE, Series 7, Series 62, Series 22 and Series 6 exams.

Question & Answer


What are your service offerings?
Trust & estate planning
Financial planning
Retirement planning
What is your current number of clients?
Greater than 100
Are you a "fiduciary"?
Yes

Aliases


Zango Zangmeister

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Steven S Zangmeister's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 17, 2021 - Present

ASPIRE GROWTH PARTNERS LLC

Office #2: 1180 Medina Road, Medina, OH 44256
RIA
CRD#: 312063
Miromar Lakes, FL
Past

January 2, 2009 - April 8, 2021

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
MEDINA, OH
Past

May 22, 2007 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
MEDINA, OH
Past

May 16, 2007 - April 8, 2021

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
MEDINA, OH
Past

September 15, 2005 - May 18, 2007

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
AKRON, OH
Past

October 28, 2004 - April 30, 2007

NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY

RIA
CRD#: 109729
MILWAUKEE, WI
Past

February 11, 1988 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

January 26, 1988 - May 18, 2007

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
AKRON, OH

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AG
ASPIRE GROWTH PARTNERS LLC
ASPIRE GROWTH PARTNERS LLC

CRD#: 312063 / SEC#: 801-120122

RIA
Registered Investment Advisory firm - (1/8/2021 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(2/23/2021)
IAR
Ohio
(2/17/2021)
IAR
Texas
(5/11/2021)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/7/2005
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/10/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 3/10/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 1/23/1989
Corporate Securities Limited Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AG
ASPIRE GROWTH PARTNERS LLC
ASPIRE GROWTH PARTNERS LLC

CRD#: 312063 / SEC#: 801-120122

RIA
Registered Investment Advisory firm - (1/8/2021 Approved)
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Contact information


Main Address
Miromar Lakes, FL
Mailing Address
Phone number
(330) 239-1776
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (19 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Regulatory assets under management


Total Number of Accounts3,064
AUM (Assets Under Management)$ 992,465,143

Red Flags


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Company Information


ASPIRE GROWTH PARTNERS LLC

Financial AdvisorCRD#: 312063Miromar Lakes, FL

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Contact information


(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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