Steven Fleck Location
- Akron, OH, US
Steven Fleck Work
- 2005 -now President - Financial Advisor @ Fleck Financial
- 2014 -now Financial Advisor @
- 2009 -now Treasurer @ Weatherstone Homeowner's Association
- 2010 -2014 Financial Advisor @ Investment Network, Inc.
- 2005 -2010 Financial Advisor @
- 1996 -2005 Financial Advisor @
Steven Fleck Education
- Bowling Green State University
BSBA (Finance)
1992-1996 - Sebring McKinley 1988-1992
Steven Fleck Skills
- Retirement Planning
- Estate Planning
- Asset Management
- Asset Allocation
- Financial Planning
- Investments
- Funding
- Securities
- Insurance
- Annuities
- Long Term Care
- Wealth Management
- 401k
- Tax
- Retirement
- Business Planning
- Succession Planning
- Disability Insurance
- Portfolio Management
- Employee Benefits
- Financial Analysis
- Series 7
- Pensions
- Risk Management
- Asset
- Investment Advisory
- Mutual Funds
- Health Insurance
- IRA's
- Retirement Income Strategies
- Alternative Investments
- Insurance Planning
- Investment Strategies
- Equities
- Financial Advisory
- Series 6
- Term Life Insurance
- Bonds
- Wealth
- Asset Protection
- Wealth Accumulation
- Annuity
- Series 63
- FINRA
- Wealth Preservation
- Personal Finance
- Long-term Care
- Wealth Transfer
- Stocks
- Roth IRA
- Education Funding
Steven Fleck Summary
- Steven Fleck, based in Akron, OH, US, is currently a Treasurer at Weatherstone Homeowner's Association. Steven Fleck brings experience from previous roles at Fleck Financial, Packerland Brokerage Services, Inc., Investment Network, Inc. and Woodbury Financial Services. Steven Fleck holds a 1992 - 1996 BSBA in Finance @ Bowling Green State University. With a robust skill set that includes Retirement Planning, Estate Planning, Asset Management, Asset Allocation, Financial Planning and more. Steven Fleck has 3 emails and 2 mobile phone numbers on RocketReach.
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