Steven Bartz (CRD# 3007487) is an Investment Advisor Representative working at Graybill Wealth Management, Ltd. in Elmhurst, IL and has over 26 years of experience in the finance industry.
CRD# 6805967
Edward Jones
CRD# 3244914
Ameriprise Financial Services, LLC
CRD# 1343591
Ausdal Financial Partners, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Graybill, Bartz & Associates, Ltd. | Elmhurst, IL | Nov 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 1998 |
- IL
- TX
-
Total Assets Under Management371MILLIONS
-
Total Number of Accounts560ACCOUNTS
-
Average Account Value$662,497
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, IL, NH, TX, WI
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