Steven D. Urban

URBAN FINANCIAL ADVISORY

EVANSTON, IL 60201

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CRD#: 2349888

Professional summary

Steven Douglas Urban, CFP®, CIMA®, who also goes by Steven D. Urban, is a registered financial advisor currently at URBAN FINANCIAL ADVISORY CORPORATION located in Evanston, Illinois.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Steven has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Retirement Planning

Investment Planning

Comprehensive Financial Planni...

Insurance Planning

Employee and Employer Plan Ben...

Estate Planning

Tax Planning

Are you a "fiduciary"?

Yes

Aliases

Steven D. Urban

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Douglas Urban'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®

CFP^®

Certified Financial Planner

Start date: 1983

CIMA^®

Certified Investment Management Analyst

Experience

Current

October 16, 1997 - Present

URBAN FINANCIAL ADVISORY CORPORATION

Office #1: 1601 Sherman Avenue, Ste. 510, Evanston, IL 60201

RIA

CRD#: 110057

EVANSTON, IL

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".

URBAN FINANCIAL ADVISORY CORPORATION

URBAN FINANCIAL ADVISORY CORP | URBAN FINANCIAL ADVISORY CORPORATION

CRD#: 110057 / SEC#: 801-47160

RIA

Registered Investment Advisory firm - (8/3/1994 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

Illinois
(10/16/1997)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/20/1993

Uniform Investment Adviser Law Examination

Current Firm

URBAN FINANCIAL ADVISORY CORPORATION

URBAN FINANCIAL ADVISORY CORP | URBAN FINANCIAL ADVISORY CORPORATION

CRD#: 110057 / SEC#: 801-47160

RIA

Registered Investment Advisory firm - (8/3/1994 Approved)

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Contact information

Main Address

221 N. La Salle St. Suite 764, Chicago, IL 60601

Mailing Address

Phone number

(312) 379-0150

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

URBAN FINANCIAL ADVISORY CORPORATION BROCHURE (9/25/2025)

Regulatory assets under management

Total Number of Accounts	965
AUM (Assets Under Management)	$ 1,275,389,164

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Steven D. Urban

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Douglas Urban's CRS (Customer Relationship Summary).

Certified licenses

Experience

URBAN FINANCIAL ADVISORY CORPORATION

Primary Firm SEC Registration

URBAN FINANCIAL ADVISORY CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 4/20/1993

Current Firm

URBAN FINANCIAL ADVISORY CORPORATION

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

URBAN FINANCIAL ADVISORY CORPORATION

TRUST BUT VERIFY

Contact information

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