Steven Matthew Kuza
Investment adviser representative at Oxford Harriman Private Wealth Management
17 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$0Firm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Oxford Harriman Private Wealth ManagementSep 2026 to now
- Thurston Springer FinancialSep 2026 to now
- Northwestern Mutual Wealth Management CompanyJan 2016 to Sep 2026
- Northwestern Mutual Investment Services, LLCJul 2010 to Sep 2026
- Northwestern Mutual Life Insurance CompanyNov 2009 to Sep 2026
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (MI).
Oxford Harriman Private Wealth Management
Legal name: Oxford Harriman Holdings Adv LLC
$0Assets managed
0Clients
4Advisers
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
- 5737931
- Firm CRD
- 340313