Best Investors Account Sign in
Inactive

Steven M Bartz

Graybill Wealth Management, Ltd.

Elmhurst, IL

Claim This Profile
Current Employers
Graybill Wealth Management, Ltd.

135 S Cottage Hill Ave, Elmhurst, IL 60126 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2007-10-08
IL RA APPROVED 2004-02-02
  • TX RA
    APPROVED_RES
    Since 2007-10-08
  • IL RA
    APPROVED
    Since 2004-02-02

Branch Locations

568 South Spring Road, Elmhurst, IL 60139 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Graybill, Bartz & Associates, Ltd. Elmhurst IL 11/1996 Present
  • 11/1996 → Present
    Graybill, Bartz & Associates, Ltd.
    Elmhurst, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-01-22
  • S65 Uniform Investment Adviser Law Examination
    1998-01-22

View on SEC IAPD

Other Firms

STRATOS WEALTH PARTNERS, LTD
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
UBS FINANCIAL SERVICES INC.
NORTHERN TRUST SECURITIES, INC.
EDELMAN FINANCIAL ENGINES
AMERIPRISE FINANCIAL SERVICES, LLC
B. RILEY WEALTH ADVISORS, INC.

Other Investors

Byron Thomas Ramult
Christopher J DeSimone
Anthony Miguel Bandel
KEVIN PATRICK NIX
Kevin Peter Kost
LAITH AMER AL TIKRITI
STEVEN ALLEN SMITH
BARRY JASON DUPUY

Other Offices

STRATOS WEALTH PARTNERS, LTD · Elmhurst, IL
EDWARD JONES · Elmhurst, IL
STRATOS WEALTH PARTNERS, LTD · Elmhurst, IL
EDWARD JONES · ELMHURST, IL
CETERA INVESTMENT ADVISERS LLC · Oakbrook Terrace, IL
UBS FINANCIAL SERVICES INC. · OAKBROOK TERRACE, IL
NORTHERN TRUST SECURITIES, INC. · OAKBROOK TERRACE, IL
UBS FINANCIAL SERVICES INC. · OAKBROOK TERRACE, IL

More in Elmhurst, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor