Steven Michael Hiraga
CFP®Professional Summary
Steven Michael Hiraga, CFP® is a registered financial advisor currently at SMITH BRUER located in Tallahassee, Florida. Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Steven has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Business Services
- Financial Planning
- Investment Management
- Education Funding
- Retirement Planning
- Estate & Legacy Planning
Biography
As a CFP® I enjoy creating and presenting a process-guided plan that focuses on achieving desired outcomes. This allows me to create long term relationships and particpate in the financial decisions that arise throughout the lives of those I work with. Through the use of advanced planning techniques and a commitment to making recommendations that are in the best interests of my clients, I believe that I can provide clarity to the uncertainty that comes...
Other Aliases
There are no additional aliases reported.
Similar Advisors
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SCHWAB WEALTH ADVISORY, INC.
LPL FINANCIAL LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SCHWAB WEALTH ADVISORY, INC.
LPL FINANCIAL LLC
Contact Information
Direct
(xxx) xxx-xxxx
Similar Advisors
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SCHWAB WEALTH ADVISORY, INC.
LPL FINANCIAL LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SCHWAB WEALTH ADVISORY, INC.
LPL FINANCIAL LLC
Credentials
Years of Experience
13 years in the financial services industry
Current & Past Employments
Similar Advisors
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SCHWAB WEALTH ADVISORY, INC.
LPL FINANCIAL LLC
Current Firm
SMITH BRUER | SMITH BRUER PROFESSIONAL GUIDED ADVICE | SMITH BRUER ADVISORS, LLC | SMITH BRUER ADVISORS
Contact Information
Main Address
1700 Summit Lake Drive Suite 102, Tallahassee, FL 32317Phone Number
(850) 877-0803# of Employees
6SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
458AUM (Assets Under Management)
$238,483,049Similar Advisors
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SCHWAB WEALTH ADVISORY, INC.
LPL FINANCIAL LLC
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.
Similar Advisors
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SCHWAB WEALTH ADVISORY, INC.
LPL FINANCIAL LLC
Primary Firm SEC Registration
SMITH BRUER | SMITH BRUER PROFESSIONAL GUIDED ADVICE | SMITH BRUER ADVISORS, LLC | SMITH BRUER ADVISORS
State Registrations and Notice Filings
(4/7/2021)
(8/19/2016)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SCHWAB WEALTH ADVISORY, INC.
LPL FINANCIAL LLC
CRS (Client Relationship Summary) - RIA
Click below to view Steven Michael Hiraga's CRS (Customer Relationship Summary).
Services Offered by Steven
- Business Services
- Financial Planning
- Investment Management
- Education Funding
- Retirement Planning
- Estate & Legacy Planning
Similar Advisors
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SCHWAB WEALTH ADVISORY, INC.
LPL FINANCIAL LLC
