Steven Gerald Eaton
Investment adviser representative at Advisory Solutions Group
14 yearsExperience
1 stateRegistered in
$408.4MFirm assets
Under 1 yearFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Advisory Solutions GroupMar 2026 to now
- Wealth Enhancement Advisory ServicesJun 2024 to now
- Wealth Enhancement Brokerage ServicesJun 2024 to now
- Wealth Enhancement GroupJun 2024 to now
- LPL Financial LLCMay 2024 to Jun 2025
- First CommandMay 2022 to Apr 2024
- Bancwest Investment ServicesNov 2012 to May 2022
- Bank of the WestNov 2012 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NE).
Advisory Solutions Group
Legal name: Advisory Solutions Group, LLC
$408.4MAssets managed
807Clients
42Advisers
Under 1 yearIn 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
- 3219321
- Firm CRD
- 339919