SP
Steven Peake
CHICAGO, IL 60601
Some features on this profile are disabled
CRD#: 7374329
SP
Professional summary
Steven Peake was a registered financial advisor .
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Steven had worked at 2 firms and has passed the Series 63, Series 65 and Series 30 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.
?Anywhere Real Estate; Recruiter; 07/2022; recruiter; Chicago, IL; 10 hours per month; 2 during securities trading ?Elevation Golf; Instructor; 01/2020; Chicago, IL; Golf instructor. 10 hours per month; 0 during securities trading
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 10, 2025 - Present
Office #1: 203 N Lasalle St Ste 2100, Chicago, IL 60601
CHICAGO, IL
Past
February 15, 2022 - July 9, 2024
INTEGRATED ADVISORS NETWORK LLC
RIA
CRD#: 171991
Chicago, IL
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(11/10/2025)
Exams
State Security Law Exam
State Security Law Exam
Principal/Supervisory Exam
Current firm
No current employment
Red Flags
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