Steven Jay Backus
Investment adviser representative at Operose Advisors LLC
18 yearsExperience
1 stateRegistered in
$2BFirm assets
6 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
18 years in the industry.
- Operose Advisors LLCMar 2026 to now
- Johnson BankMay 2022 to Mar 2026
- Johnson Wealth Inc.Dec 2008 to Mar 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (WI).
Operose Advisors LLC
$2BAssets managed
511Clients
14Advisers
6 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
- 4622760
- Firm CRD
- 287465