Steven Francis Wolken
Investment adviser representative at Clearstead; Clearstead Advisory Solutions
15 yearsExperience
1 stateRegistered in
$33.9BFirm assets
37 yearsFirm in business
Are you Steven Francis Wolken? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Clearstead; Clearstead Advisory SolutionsApr 2012 to now
- Hartland & Co.Oct 2011 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (OH).
Clearstead; Clearstead Advisory Solutions
Legal name: Clearstead Advisors, LLC
$33.9BAssets managed
4,819Clients
64Advisers
37 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
- 5322244
- Firm CRD
- 105674