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Steven F. Mayer profile image

Steven F. Mayer

Co-Founder | Director @ Cushing Capit... at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Cushing Capital Partners</span>
Intro Book
Financial expert with experience in investments, retirement planning, and insurance.
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Location
Delafield Town, Wisconsin, United Sta...
Skills
  • Investments
  • Retirement Planning
  • Insurance
  • 401k Rollovers
  • Financial Advisory
  • Show all
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Bio

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Steven F. Mayer is a seasoned financial professional with 2+ years of experience in investments, retirement planning, and insurance, having worked at prominent firms like Cushing Capital Partners and Wells Fargo Advisors.

Experience

  • Cushing Capital Partners
    • Co-Founder | Director @ Cushing Capital Partners
      • Jul 2021 - Present

      Cushing Capital Partners is an independent fee-only RIA firm providing investment management and financial planning services to clients nationwide.

  • Wells Fargo Advisors
    • Greater Milwaukee Area
    • Senior Vice President - Investment Officer
      • Oct 2003 - Aug 2021
      • Greater Milwaukee Area

      Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC INSURED/ NO BANK GUARANTEE / MAY LOSE VALUE.

  • Soloman Smith Barney
    • Greater Milwaukee Area
    • Senior Vice President - Financial Advisor
      • Sep 1987 - Oct 2003
      • Greater Milwaukee Area
  • McEwen, Hammel & Kohlway
    • Greater Denver Area
    • Senior Accountant
      • Jan 1982 - Jan 1985
      • Greater Denver Area

      Obtained CPA certification in the state of Colorado and worked for this local public accounting firm as a CPA.

Education

  • 1985 - 1987
    Trinity International University
  • 1977 - 1981
    University of Wisconsin-Eau Claire

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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