STEVENS WEALTH MANAGEMENT LLC
CRD #123043 SEC #801-61929 DEERFIELD, IL 847-282-9910
SEC Registered
Total AUM
$286.7M
Discretionary
$286.7M
Employees
7
Clients
1
Accounts
544
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 3, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CONNELLY, SARA ABIGAIL | I | CFO | NA | |
| CONNELLY, SARA ABIGAIL | I | CFO | NA | |
| CONNELLY, SARA ABIGAIL | I | CFO | NA | |
| CONNELLY, SARA ABIGAIL | I | CFO | NA | |
| CONNELLY, SARA, A | I | CFO | NA | |
| CONNELLY, SARA, A | I | CFO | NA | |
| CONNELLY, SARA, A | I | CFO | NA | |
| CONNELLY, SARA, A | I | CFO | NA | |
| CONNELLY, SARA, A | I | CFO | NA | |
| CONNELLY, SARA, A | I | CFO | NA | |
| CONNELLY, SARA, A | I | CFO | NA | |
| CONNELLY, SARA, A | I | CFO | NA | |
| CONNELLY, SARA, A | I | CFO | NA | |
| CONNELLY, SARA, A | I | CFO | NA | |
| CONNELLY, SARA, A | I | CFO | NA | |
| CONNELLY, SARA, A | I | CFO | NA | |
| GUENTHER, JASON, ALAN | I | SENIOR FINANCIAL ADVISOR | NA | |
| GUENTHER, JASON, ALAN | I | SENIOR FINANCIAL ADVISOR | NA | |
| GUENTHER, JASON, ALAN | I | FINANCIAL RESEARCH ANALYST | NA | |
| GUENTHER, JASON, ALAN | I | FINANCIAL RESEARCH ANALYST | NA | |
| GUENTHER, JASON, ALAN | I | FINANCIAL RESEARCH ANALYST | NA | |
| GUENTHER, JASON, ALAN | I | FINANCIAL RESEARCH ANALYST | NA | |
| GUENTHER, JASON, ALAN | I | SENIOR FINANCIAL ADVISOR | NA | |
| GUENTHER, JASON, ALAN | I | SENIOR FINANCIAL ADVISOR | NA | |
| JACOBSON, ALYSSA, RAE | I | FINANCIAL PLANNING SPECIALIST | NA | |
| JACOBSON, ALYSSA, RAE | I | FINANCIAL PLANNING SPECIALIST | NA | |
| JACOBSON, ALYSSA, RAE | I | FINANCIAL PLANNING SPECIALIST | NA | |
| KROLL, SANDRA, JEAN | I | GENERAL MANAGER | NA | |
| KROLL, SANDRA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| VAN ROSSEM, COLLEEN, ANN | I | FINANCIAL ADVISOR/VP OPERATIONS | NA | |
| VAN ROSSEM, COLLEEN, ANN | I | FINANCIAL ADVISOR/VP OPERATIONS | NA | |
| STEVENS, SUSAN, VIRGINIA | I | PRESIDENT | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | PRESIDENT | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | PRESIDENT | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | PRESIDENT | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | PRESIDENT | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | PRESIDENT | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | PRESIDENT | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | PRESIDENT | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENS, SUSAN, VIRGINIA | I | CEO, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Aug 3, 2017 REGISTERED
Notice Filings (7)
CA CO HI IL NY TX VT
Address
500 LAKE COOK ROADSUITE 350
DEERFIELD, IL 60015
United States
Phone: 847-282-9910