Stephen Edward Bielke

Current Employers

Employment History

• 08/2009 → 11/2019
  Wells Fargo Advisors Financial Network, Llc
  Saint Louis, MO
• 09/2019 → 04/2021
  Waddell & Reed, Inc
  Shawnee Mission, KS
• 10/2018 → Present
  Ozark Docks
  Gravois Mill, MO
• 02/1999 → 05/2021
  Crew Cuts
  Gravois Mill, MO
• 08/2021 → 11/2022
  Raymond James Financial Services
  New Athens, IL
• 08/2021 → 11/2022
  Raymond James Financial Services Advisors
  New Athens, IL
• 05/2021 → Present
  Legacy Business Development
  New Athens, IL
• 07/2021 → 01/2023
  Concurrent Advisors
  Tampa, FL
• 01/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 11/2019 → 04/2021
  Waddell And Reed
  Kansas City, KS
• 01/2023 → Present
  Concurrent Investment Advisors, Llc
  Tampa, FL
• 07/2021 → 01/2023
  Concurrent Advisors
  Winter Park, FL

Previous Registrations

• 2021-08-09 → 2022-12-01
  Raymond James Financial Services Advisors, Inc
  New Athens, IL
• 2019-11-06 → 2021-04-30
  Waddell & Reed
  Overland Park, KS
  New Athens, IL
• 2008-04-24 → 2019-09-09
  Wells Fargo Advisors Financial Network, Llc
  Columbus, OH
  St. Louis, MO
  Richmond, VA
  Miamisburg, OH
  Akron, OH
  New Albany, OH
  Liberty, MO
  Columbus, OH
  Columbus, OH
  Ironton, OH
  New Albany, OH
  Maumee, OH
  Fairlawn, OH
  St. Louis, MO
  Columbus, OH
  Dublin, OH
  Springboro, OH
  Strongsville, OH

Other Businesses

1) Concurrent Advisors. Investment-related. At registered location. RIA. Managing Director of Business Development. Start date: 07/2021. 160 hrs/month; all during trading hours. Recruiting New Advisors. 2) Legacy Business Development. Not investment-related. Located at 1430 Old State Route 13, New Athens, IL 62264. Consulting Services. Owner. Start: 03/2021.10 hrs/month; none during trading hours. Business development consulting. 3) Ozark Docks. Not investment-related. Located at 1430 Old State Route 13, New Athens, IL 62264. Sales of boat docks / lifts. Owner. Start: 10/2018. 1hr/month; none during trading hours. Acquisition and sales of docks, lifts and vehicles.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-29

Other Names

• Steve Edward Bielke
• Steve Edward Bielke
• Stephen Edward Bielke
• Steve E Bielke