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Steven Edwin Roeth

Investment adviser representative at Redhawk Wealth Advisors, Inc.
14 yearsExperience
2 statesRegistered in
ChFC®Designation
$1.5BFirm assets

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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
  • Pension consulting

Experience

14 years in the industry.

  1. Redhawk Wealth Advisors, Inc.Sep 2015 to now
  2. Scf Wealth, LLCAug 2015 to now
  3. Valley Marketing and Consulting, LLCOct 2012 to now

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 65 · Uniform Investment Adviser Law2015

State registrations

Registered as an investment adviser representative in 2 states (NV, TX).

Redhawk Wealth Advisors, Inc.

$1.5BAssets managed
3,205Clients
43Advisers
18 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
5012688
Firm CRD
146616
Advisor's SEC record (opens in a new tab)
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