Steven Michael Bazis

Employer firm

Hub Investment Partners, LLC CRD 307956

$11.9B regulatory AUM 63 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

• 06/2026 → Present
  Hub Investment Partners, Llc
  Austin, TX
• 05/2024 → 05/2026
  Nebraska Public Employees Retirement System
  Lincoln, NE
• 06/2020 → 09/2022
  Cuna Mutual Group
  Madison, WI
• 10/2022 → 10/2023
  Sentinel Group
  Wakefield, MA
• 11/2023 → 04/2024
  Unemployed
  Lincoln, NE
• 04/2016 → 12/2016
  Principal Life Insurance
  Omaha, NE
• 04/2016 → 12/2016
  Principal Securities
  Omaha, NE
• 01/2017 → 11/2017
  Institutional Securities Corp
  Dallas, TX
• 09/2019 → 06/2020
  Ameritas Life Insurance Corp
  Lincoln, NE
• 01/2017 → 02/2019
  Bazis Retirement Services
  Omaha, NE
• 02/2019 → 09/2019
  State Farm
  Lincoln, NE

Previous Registrations

• 2016-10-05 → 2016-12-27
  Principal Securities, Inc.
  Omaha, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-13
• S63 Uniform Securities Agent State Law Examination
  2016-08-26

Other Names

• Steve Bazis