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Managing Member, Chief Compliance Officer · Geneva Partners, LLC

Steven P. Schwefel

CRD 1091898 · Named on Form ADV at one SEC-registered adviser

At a glance

Geneva Partners, LLC, an SEC-registered wealth manager based in Lake Geneva, WI with $424 million in regulatory assets, lists Steven P. Schwefel on its Form ADV as Managing Member, Chief Compliance Officer, a control person.

Firms and roles

  • Geneva Partners, LLCManaging Member, Chief Compliance OfficerWealth manager · Lake Geneva, WI · $424M in regulatory assets

AtlasMembers

Steven’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.