Steven Geoffrey Schwanekamp
Investment adviser representative at Advisors Asset Management, Inc.
27 yearsExperience
1 stateRegistered in
$2.2BFirm assets
22 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
27 years in the industry.
- Advisors Asset Management, Inc.Jan 2023 to now
- Alps Distributors, Inc.Jan 2021 to Jan 2023
- Flx Distributors Inc.Jan 2021 to Jan 2023
- UnemployedApr 2020 to Dec 2020
- Blackrock Investments, Inc.Sep 2006 to Jan 2020
- Merrill Lynch Investment Managers, LLCSep 2006 to Jan 2020
- Princeton Funds DistributorSep 1999 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
Advisors Asset Management, Inc.
$2.2BAssets managed
1,505Clients
127Advisers
22 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
- 2557091
- Firm CRD
- 46727