Steven Leonard Klimke

Current Employers

United Advisor Group

8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2025-10-14

AZ RA
APPROVED

Since 2025-10-14

Branch Locations

1528 E. Williams Field Rd. Suite 104, Gilbert, AZ 85295 • United States

8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • 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

Organization	City	State	From	To
United Advisor Group Dba Flat Iron Wealth Management, Llc	Gilbert	AZ	09/2025	Present
Nexa Mortgage, Llc	Mesa	AZ	12/2023	Present
City Of Mesa	Fire Captain	AZ	08/2011	01/2025
Amerifirst Financial, Inc.	Gilbert	AZ	04/2022	03/2023
Finance Of America Mortgage	Gilbert	AZ	01/2018	04/2022
Moria Development, Inc.	Gilbert	AZ	04/2016	01/2018

09/2025 → Present

United Advisor Group Dba Flat Iron Wealth Management, Llc

Gilbert, AZ
12/2023 → Present

Nexa Mortgage, Llc

Mesa, AZ
08/2011 → 01/2025

City Of Mesa

Fire Captain, AZ
04/2022 → 03/2023

Amerifirst Financial, Inc.

Gilbert, AZ
01/2018 → 04/2022

Finance Of America Mortgage

Gilbert, AZ
04/2016 → 01/2018

Moria Development, Inc.

Gilbert, AZ

Other Businesses

1) Next Mortage, LLC; Not investment-related.; 5559 S. Sossaman Rd., Bldg 1, Ste 101, Mesa, AZ 85212; Purchase and refinance transactions.; Mortgage Planning/Referring Loan Officer; 12/2023; Part-time, 4 hours per week.; Helping customers with mortgage planning and loan comparison.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-10-02

S65 Uniform Investment Adviser Law Examination

2025-10-02