Steven Lee Ford

Current Employers

Employment History

• 07/2001 → 06/2019
  Cadaret, Grant & Co., Inc.
  Indianapolis, IN
• 08/2007 → Present
  Wealthcare Partners, Ltd.
  Indianapolis, IN
• 06/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2019 → Present
  Cwm, Llc Dba Carson Group Partners
  Indianapolis, IN
• 07/2011 → Present
  Ffi Investments, Inc
  Wimauma, FL
• 03/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, FL
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Indianapolis, IN
• 04/2024 → Present
  Slf Llc
  Madeira Beach, FL

Previous Registrations

• 2005-11-14 → 2019-06-14
  Cadaret, Grant & Co., Inc.
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, DBA CARSON GROUP PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING AND ADDITIONAL ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: ADVISOR START DATE: 10/2018 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: ADVISOR 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 5/2019 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, AND LONG-TERM CARE 3. WEALTHCARE CONSULTING INVESTMENT RELATED: NO ADDRESS: 16113 DIAMOND BAY DRIVE, WIMAUMA, FL 33598 TAX CONSULTING, PLANNING, ESTATE PLANNING START DATE: 1990 POSITION/TITLE/RELATIONSHIP: CPA APX NUMBER OF HOURS PER WEEK: 25 APX NUMBER OF HOURS DURING TRADING HOURS: 25 BRIEF DESCRIPTION OF DUTIES: TAX CONSULTING, PLANNING, ESTATE PLANNING 4. CWM, DBA CARSON GROUP PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION ADVISORY SERVICES START DATE: 6/2019 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDING ADVISORY SERVICES TO CLIENTS 5. WEALTHCARE PARTNERS LTD INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION DBA FOR PROVIDING FINANCIAL SERVICES START DATE: 7/20017 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDING ADVISORY SERVICES TO CLIENTS 6. NAME OF OTHER BUSINESS: SLF/LLC INVESTMENT RELATED: NO ADDRESS: 9201 ROCKVILLE ROAD, INDIANAPOLIS, IN 46234 NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 1990 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 HOUR MONTH APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: OWNER 7. NAME OF OTHER BUSINESS: SLF, LLC INVESTMENT RELATED: NO ADDRESS: 384 OCEAN COURSE AVE, DAVENPORT, FL 33896 NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 8/2021 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 HOUR MONTH APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: OWNER/PROPERTY MANAGER; 8. NAME OF OTHER BUSINESS: FFI INVESTMENTS, INC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 07/2011, POSITION/TITLE/RELATIONSHIP: OWNER/PRESIDENT, APX NUMBER OF HOURS PER WEEK: 20, APX NUMBER OF HOURS DURING TRADING HOURS: 20, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 9. NAME OF OTHER BUSINESS: SLF LLC, INVESTMENT RELATED: NO, ADDRESS: 13500 GULF BLVD, MADEIRA BEACH, FL 33708, NATURE OF BUSINESS: REAL ESTATE, START DATE: 04/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: OVERSEE ACTIVITIES AT OWNED RENTAL PROPERTY;

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-06-27
• S63 Uniform Securities Agent State Law Examination
  1990-03-30