Steven Michael Blume
Investment adviser representative at Charles Schwab & Co., Inc.
13 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
13 years in the industry.
- Charles Schwab & Co., Inc.Jun 2022 to now
- UnemployedNov 2021 to May 2022
- U.S. Bancorp Investments, Inc.Jan 2020 to Oct 2021
- Kelly ServicesMay 2019 to Dec 2019
- Wealth Enhancement Advisory ServicesSep 2018 to Mar 2019
- Wealth Enhancement Brokerage ServicesAug 2018 to Mar 2019
- LPL Financial, LLCJul 2018 to Mar 2019
- Wealth Enhancement GroupJul 2018 to Mar 2019
- RBC Capital Markets, LLCJul 2013 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (MN).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 2226071
- Firm CRD
- 5393