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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-09-05
  • MI RA
    APPROVED
    Since 2025-09-05

Branch Locations

Macomb, MI • United States

800 W University Dr Suite A, Rochester, MI 48307 • 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
OrganizationCityStateFromTo
Best Buy South Richfield MN 07/2014 02/2026
Craun, Freeman & Associates, P.C. Rochester MI 10/2023 Present
Avantax Investment Services Inc. Rochester MI 10/2023 09/2025
Avantax Advisory Services Rochester MI 10/2023 09/2025
Detroit Sports Download Llc Macomb MI 05/2025 Present
Cetera Wealth Services, Llc Rochester MI 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 07/2014 → 02/2026
    Best Buy
    South Richfield, MN
  • 10/2023 → Present
    Craun, Freeman & Associates, P.C.
    Rochester, MI
  • 10/2023 → 09/2025
    Avantax Investment Services Inc.
    Rochester, MI
  • 10/2023 → 09/2025
    Avantax Advisory Services
    Rochester, MI
  • 05/2025 → Present
    Detroit Sports Download Llc
    Macomb, MI
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Rochester, MI
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2025-05-05 → 2025-09-05
    Avantax Advisory Services
    Rochester, MI
    Dallas, TX
    Macomb, MI
Other Businesses

1) BEST BUY POSITION: Designer NATURE: Best Buy is a worldwide electronics retailer. We sell household consumer electronics, such as appliances, TV, A/V equipment, networking equipment, etc We offer installation services and repair services. Best Buy aims to enhance consumers lives with technology. INVESTMENT RELATED: No NUMBER OF HOURS: 110 SECURITIES TRADING HOURS: 104 START DATE: 07/17/2014 ADDRESS: 7601 Penn Ave., S. Richfield MN 55423, United States DESCRIPTION: Managing book of business with current clients. Go to in-home appointments and recommend electronics, solutions for the client. I sell home appliances, TV and video solutions, networking solutions, lighting solutions, and window treatments. Follow up with installation and usage of products. 2) CRAUN, FREEMAN & ASSOCIATES, P.C. POSITION: Financial Professional NATURE: Helping clients with their financial planning by analyzing finances and current investments. Managing investments across multiple fields. Tax management and preparation. Providing financial information and advice to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 26 START DATE: 10/31/2023 ADDRESS: 800 W University Dr, Suite A, Rochester MI 48307, United States DESCRIPTION: Helping clients prepare for retirement. Helping clients with their investments. Providing financial advice. Continued communication with clients regarding investments. Helping clients budget and plan for expenses. 3) DETROIT SPORTS DOWNLOAD LLC POSITION: Owner NATURE: It is an LLC that I formed in with the intent of creating video content around Detroit sports teams. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/31/2025 ADDRESS: 51311 Green Meadows Dr, Macomb MI 48042, United States DESCRIPTION: I am the owner and the person who formed the LLC. I am in charge of creating and managing all aspects of the LLC. I will be recording and editing and posting content.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-05
  • S66 Uniform Combined State Law Examination
    2025-05-05
Other Names
  • Steven James Bolek
  • Steve Bolek
  • Steve J Bolek
  • Steve James Bolek
  • Steven Bolek

View on SEC IAPD

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