Steven Mark Rull
Investment adviser representative at Detalus Advisors, LLC
27 yearsExperience
1 stateRegistered in
$2.2BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Detalus Advisors, LLCJan 2002 to now
- Detalus Securities, LLCNov 1999 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (MO).
Detalus Advisors, LLC
$2.2BAssets managed
707Clients
13Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1680820
- Firm CRD
- 117958