Steven C. Meves

RIVER STREET ADVISORS

OAKBROOK TERRACE, IL 60181-4402

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CRD#: 4163213

Professional summary

Steven C Meves is a registered financial advisor currently at RIVER STREET ADVISORS, LLC located in Oakbrook Terrace, Illinois.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Steven has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 C Meves'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

October 5, 2016 - Present

RIVER STREET ADVISORS, LLC

Office #1: 17w754 22nd Street, Oakbrook Terrace, IL 60181-4402

RIA

CRD#: 153537

OAKBROOK TERRACE, IL

Past

July 28, 2008 - November 23, 2011

M&I INVESTMENT MANAGEMENT CORP.

RIA

CRD#: 109802

MILWAUKEE, WI

Past

December 2, 2005 - November 23, 2011

M&I FINANCIAL ADVISORS, INC

CRD#: 16517

MILWAUKEE, WI

Past

November 13, 2003 - July 20, 2005

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

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".

RIVER STREET ADVISORS, LLC

OLD SECOND WEALTH MANAGEMENT | RIVER STREET ADVISORS, LLC

CRD#: 153537 / SEC#: 801-119750

RIA

Registered Investment Advisory firm - (11/9/2020 Approved)

Illinois

Registered Investment Advisory firm - (3/5/2021 Terminated)

Indiana

Registered Investment Advisory firm - (11/19/2018 Terminated)

Texas

Registered Investment Advisory firm - (11/13/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(10/5/2016)

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 66

Date: 12/30/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 11/12/2003

General Securities Representative Examination

Current Firm

RIVER STREET ADVISORS, LLC

OLD SECOND WEALTH MANAGEMENT | RIVER STREET ADVISORS, LLC

CRD#: 153537 / SEC#: 801-119750

RIA

Registered Investment Advisory firm - (11/9/2020 Approved)

Illinois

Registered Investment Advisory firm - (3/5/2021 Terminated)

Indiana

Registered Investment Advisory firm - (11/19/2018 Terminated)

Texas

Registered Investment Advisory firm - (11/13/2020 Terminated)

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Contact information

Main Address

37 S. River Street, Aurora, IL 60506

Mailing Address

Phone number

(630) 906-5501

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RIVER STREET ADVISORS BROCHURE (3/4/2026)

Regulatory assets under management

Total Number of Accounts	1,081
AUM (Assets Under Management)	$ 539,229,205

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.

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Steven C. Meves

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven C Meves's CRS (Customer Relationship Summary).

Certified licenses

Experience

RIVER STREET ADVISORS, LLC

M&I INVESTMENT MANAGEMENT CORP.

M&I FINANCIAL ADVISORS, INC

ROBERT W. BAIRD & CO. INCORPORATED

Primary Firm SEC Registration

RIVER STREET ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/30/2003

Series 7

Date: 11/12/2003

Current Firm

RIVER STREET ADVISORS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RIVER STREET ADVISORS, LLC

TRUST BUT VERIFY

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