Steven Wise has been Managing Member/CCO of Beacon Associates Wealth Management since January 2022, is a control person of the firm and directly owns 75% or more of it.
Beacon Associates Wealth Management, LLC is a Maumee, OH firm with $101M under management, 204 clients and 3 advisers in one office, as of its March 2026 filing.
Steven V. Wise is Founder & President of Beacon Associates. He is president and co-founder of Beacon Associates LLC, a family-owned and -operated business, and an Investment Adviser Representative. He works with clients toward their long-term individual and family goals, beginning with education.
Steven Wise’s longest registration is the current one, 4 years at Beacon Associates Wealth Management since 2022. Before joining Beacon Associates Wealth Management in 2022, Steven Wise was registered through Simplicity Wealth and Virtue Capital Management, LLC.
- – present · 4 yearsMaumee, OH · Adviser representative · Firm CRD 318651
- Simplicity Wealth– · 2 yearsMaumee, OH · Adviser representative · Firm CRD 300572
- Virtue Capital Management, LLC– · 3 yearsMaumee, OH · Adviser representative · Firm CRD 167816
- Redhawk Wealth Advisors, Inc.– · 2 yearsMaumee, OH · Adviser representative · Firm CRD 146616
Investment adviser representative registrations
Steven Wise is registered as an investment adviser representative in 3 states. The first approvals date from March 2022; the most recent is North Carolina, in June 2024.
- MichiganSince 25 July 2022
- North CarolinaSince 25 June 2024
- OhioSince 14 March 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 November 2013 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 February 1995 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Steven Verlin Wise
- CRD
- 2584013
- Firm
- Beacon Associates Wealth Management · CRD 318651
- Role
- Managing Member/CCO
- Office
- 1755 INDIANWOOD CIRCLE,, SUITE 200, Maumee, OH 43537
- Registration
- Investment adviser registration
- In the industry since
- January 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- baifinancial.com
Where does Steven Wise work?
Steven Wise has been Managing Member/CCO of Beacon Associates Wealth Management, LLC since January 2022, and is a control person of the firm.
Is Steven Wise a financial advisor?
Yes. Steven Wise has a current investment-adviser registration in Michigan, North Carolina and Ohio, through Beacon Associates Wealth Management since March 2022.
How many years of experience does Steven Wise have?
Steven Wise has 12 years in the financial industry, since January 2014, across 4 adviser firms.
What exams has Steven Wise passed?
Steven Wise has passed 2 licensing exams: the Series 6 and Series 65. The earliest, the Series 6, was passed in February 1995.
Where did Steven Wise work before Beacon Associates Wealth Management?
Before Beacon Associates Wealth Management, Steven Wise was registered through Virtue Capital Management, LLC, May 2016 to August 2019; Redhawk Wealth Advisors, Inc., January 2014 to May 2016.
Where is Steven Wise based?
Steven Wise’s registered office is in Maumee, OH.
Is Steven Wise registered with FINRA?
No. Steven Wise has no current broker registration.
How can I verify Steven Wise’s record?
Search CRD 2584013 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Wise’s full registration record.