| Advisor Profile |
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Business Description |
Steve Parker is a Wealth Strategist who counsels and advises his clients in the areas of tax free and tax deferred income, protected money investment strategies, retirement income planning, increasing cash flow, finding hidden equity, asset accumulation, tax and estate planning concepts and other wealth enhancement strategies.
His professional background includes over 30 years of service as an independent financial advisor, with two public accounting firms and as the chief financial officer of public and private sector businesses. He also serves as President of the Southwest Suburbs Chapter of The Society for Financial Awareness (SOFA) – a non-profit educational speaker’s bureau.
Steve became a CPA in 1976 and he received an MBA from the Owen School of Business at Vanderbilt University where he graduated with honors. Steve also has extensive professional and civic leadership experience.
Steve lives in Orland Park, Illinois with Patty, his wife of 37 years. They have 3 adult sons, Kyle, David and Benjamin. |
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General Information |
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| States Licensed in: |
IL, IN
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| States Willing to do Business in: |
IL, IN
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| Years of Experience in Financial Services: |
20+
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| Number of Years with Current Firm: |
7
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| I work with the following types of clients: |
Non-Profit Organizations, Businesses, Individual Investors
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Education |
| Academic Background |
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MBA, Owen School, Vanderbilt University.
BS Accounting, Ball State University |
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Services |
| Investment Types: |
Mutual Funds, Insurance, Annuities, Stocks, Bonds, Alternative Investments
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Certified Public Accountant (CPA), MBA
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| Securities Licenses: |
Series 65
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| Insurance and Annuity Licenses: |
Annuity, Life
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| Financial Organization Memberships: |
Illinois CPA Society, American Institute of Certified Public Accountants (AICPA)
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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Compliance |
| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Fee Structure: |
I am a fee-based financial professional
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| Minimum Portfolio Size for New Managed Accounts: |
$100,000
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| Compensation Methods: |
Based on Assets, Commissions
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| Prepared By: |
Steve Parker |
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