Steven A Szafranski

Employer firm

Sequoia Financial Group, L.l.c. CRD 117756

$32.2B regulatory AUM 100 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 07/2021
  Ameriprise Financial Services, Inc.
  Burr Ridge, IL
• 07/2021 → 01/2022
  Facet Wealth
  Baltimore, MD
• 01/2022 → 05/2022
  Facet Wealth
  Baltimore, MD
• 06/2022 → Present
  Bsw Wealth Partners, Inc., A Public Benefit Corporation
  Boulder, CO
• 07/2026 → Present
  Sequoia Financial Group
  Akron , OH

Previous Registrations

• 2022-01-18 → 2022-05-06
  Facet
  Willowbrook, IL
  West Palm Beach, FL
• 2014-07-29 → 2021-07-20
  Ameriprise Financial Services, Llc
  Burr Ridge, IL
• 2014-03-13 → 2014-05-20
  Pnc Wealth Management Llc
  Naperville, IL
  Belvidere, IL
• 2010-08-26 → 2013-05-09
  Ameriprise Financial Services, Llc
  Burr Ridge, IL

Exams

• S66 Uniform Combined State Law Examination
  2010-08-25

Designations

• Certified Financial Planner