Steven Perry Schwefel

Employer firm

Geneva Partners, LLC CRD 130768

$424M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 04/2010 → Present
  Geneva Partners, Llc
  Lake Geneva, WI

Previous Registrations

• 2010-04-08 → 2017-12-31
  Geneva Partners, Llc
  Lake Geneva, WI
• 2015-01-30 → 2016-04-18
  Stonex Advisors Inc.
  Birmingham, AL
• 2004-03-03 → 2015-01-30
  Wrp Investments, Inc.
  Lake Geneva, WI
  Youngstown, OH
  Youngstown, OH
• 2003-01-08 → 2004-04-07
  Hedeker Wealth Llc
  Deerfield, IL
• 2002-05-28 → 2003-12-09
  Qa3 Financial Llc
  Deerfield, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-10-14
• S63 Uniform Securities Agent State Law Examination
  1984-12-03