Steven James Drost

Current Employers

Drost Financial

Ham Lake, MN • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2022-06-08
TX	RA	APPROVED	2022-04-29
MN	RA	APPROVED	2021-03-11

WI RA
APPROVED

Since 2022-06-08
TX RA
APPROVED

Since 2022-04-29
MN RA
APPROVED

Since 2021-03-11

Branch Locations

Ham Lake, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Affiance Financial	St. Louis Park	MN	05/2017	02/2021
Private Client Services Llc	Louisville	KY	05/2017	02/2021
Echo Walth Management	Plymouth	MN	09/2015	05/2017
Drost Financial, Llc	Ham Lake	MN	02/2021	Present

05/2017 → 02/2021

Affiance Financial

St. Louis Park, MN
05/2017 → 02/2021

Private Client Services Llc

Louisville, KY
09/2015 → 05/2017

Echo Walth Management

Plymouth, MN
02/2021 → Present

Drost Financial, Llc

Ham Lake, MN

Previous Registrations

2019-07-10 → 2021-02-19

Private Client Services, Llc

St. Louis Park, MN

New Albany, IN

Appleton, WI
2017-09-06 → 2021-02-18

Affiance Financial Llc

St. Louis Park, MN

Other Businesses

Quivr CRM, LLC is not investment-related. Quivr is located at 16208 Mankato Street NE, Ham Lake, Minnesota, 55304. Quivr CRM, LLC is an OEM Partner through the Salesforce Partner Program. Mr. Drost is the Co-Founder, CEO as of August 12, 2022 and spends approximately 60 hours a month devoted to the business; 0 hours during trading hours. Mr. Drost is responsible for customer experience development.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-06-27

S66 Uniform Combined State Law Examination

2017-06-27

Designations

View on SEC IAPD