StevenBlock- Financial Advisor Deerfield, IL

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About Steven Block

We all have things we want to accomplish in life, and they don't just happen by accident. It takes planning and preparation to get to where you want to go, and that's why you need a financial strategist by your side who cares about your dreams and is passionate about helping you make them a reality. At BlockWall Strategies, we start by getting to know you and creating a financial snapshot of your current situation so you can see exactly where you are right now. Then we'll talk in depth about where you want to go, and help you assess the different paths you could take to get there. We know that every dollar you earn goes somewhere, and we're here to make sure the bulk of it stays with you, your family, and the organizations you care about. We are experts at helping you determine and implement the right financial solutions to accomplish everything you want in life and more. Whether you work for a company, own a small business, or you're already retired, we're here to help you build a financial wall to maximize and protect what you've worked so hard to earn. All you have to do is lay the first block and give us a call.

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General Information

Firm Start Year

1925

CRD#

1322835

Firm CRD#

110826

States Licensed in

Ak, Al, Ca, Co, Fl, Ga, Il, In, Md, Mi, Nc, Ne, Nj, Or, Pa, Tn, Tx, Va, Wa, Wi

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Spent 24 years as a commodities trader before transitioning into a 16-year career as a Financial Advisor. Specialize in financial planning, wealth management, and insurance protection, combining market expertise with strategic planning to help clients build and protect their wealth.

Work with the following types of clients

Businesses, Individual Investors

Foreign Languages Serviced

English

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, 401K Rollovers

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

RICP^®, CLU^®, LUTCF^®, ChFC^®

Securities Licenses

Series 6, Series 7, Series 63

Insurance and Annuity Licenses

Variable Life, Long Term Care, Disability, Accident, Annuity, Health, Life, Variable Annuity

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$25,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Commissions, Based on Assets, Hourly, Flat Fee

Fee % Based on Assets

Hourly Rate

$300

Additional Details on Charges

There is no minimum fee charged for managed accounts it is only a fixed % based on asset size

Minimum Fee Charged for Hourly Planning Accounts

$300

Education

BA - Math

Grinnell College
08/12/1980 -05/13/1984

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892843/paladinregistry-BlockWall-Strategies,-Inc-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Steven Block

BlockWall Strategies, Inc