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Detailed Report
STEVEN VERLIN WISE
CRD#: 2584013
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Investment Adviser
BEACON ASSOCIATES WEALTH MANAGEMENT, LLCCRD#: 318651 1755 INDIANWOOD CIRCLE,
SUITE 200
MAUMEE, OH 43537
Registration History
2014201520162017201820192020202120222023202420252026IABEACON ASSOCIATES WEALTH MANAG... (CRD# 318651)2022 - Present (3 years)IASIMPLICITY WEALTH (CRD# 300572)2019 - 2022 (2 years)IAVIRTUE CAPITAL MANAGEMENT, LLC (CRD# 167816)2016 - 2019 (3 years)IAREDHAWK WEALTH ADVISORS, INC. (CRD# 146616)2014 - 2016 (2 years)
License(s)

State Registrations

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Michigan 7/25/2022
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Ohio 3/14/2022
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North Carolina 6/25/2024
Current Registration(s)
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BEACON ASSOCIATES WEALTH MANAGEMENT, LLC (CRD#:318651)
1755 INDIANWOOD CIRCLE, SUITE 200, MAUMEE, OH 43537
Registered with this firm since 3/14/2022
Previous Registration(s)
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 07/31/2019 - 04/08/2022 SIMPLICITY WEALTH (CRD#:300572) Maumee, OH
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 05/05/2016 - 08/01/2019 VIRTUE CAPITAL MANAGEMENT, LLC (CRD#:167816) Maumee, OH
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 01/06/2014 - 05/10/2016 REDHAWK WEALTH ADVISORS, INC. (CRD#:146616) MAUMEE, OH
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.