Steven A. Weydert
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Steven Andrew Weydert was a registered financial professional .
Steven is a previously registered financial professional and started their career in finance in 1996. Steven had worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 11, 2013 - January 18, 2025
WEYDERT WEALTH MANAGEMENT
March 18, 2013 - August 23, 2013
YELLOWBRICKROAD FINANCIAL ADVISORS, LLC
September 16, 2010 - March 4, 2013
WEYDERT WEALTH MANAGEMENT
March 13, 1998 - June 3, 2010
BOWYER,WEYDERT WEALTH PLANNING PARTNERS, INC.
February 12, 1997 - October 6, 1997
INVESTMENT PLANNERS, INC.
October 28, 1996 - February 4, 1997
WADDELL & REED
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
WEYDERT WEALTH MANAGEMENT
CRD#: 154686 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 300,000 |
Red Flags
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