Advisor at United Advisor Group
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Firm
United Advisor Group
Location
Gilbert, AZ 85295
Credentials
Series 65
Industry experience
< 1 year
Steven Klimke is a financial advisor with United Advisor Group and holds a Series 65 designation. He has experience in mortgage planning and loan referral alongside his advisory role. Klimke has worked in mortgage-related positions at several firms, including Nexa Mortgage and Amerifirst Financial, and has a background in local government with the City of Mesa. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers a range of investment management and financial planning services, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.
Based on United Advisor Group
Fixed fees may apply for consulting services as agreed upon with the client.
Hourly charges may apply as negotiated in consulting agreements.
Fee-only: Fees are negotiated based on scope of services, asset size, planning complexity, and other factors; annual investment management fee will not exceed 2.00%.
1528 E. Williams Field Rd., Suite 104
Gilbert, AZ 85295
Arizona
United Advisor Group dba Flat Iron Wealth Management, LLC
2025 - Present (1 year)
Nexa Mortgage, LLC
2023 - Present (3 years)
Amerifirst Financial, Inc.
2022 - 2023 (1 year)
Finance of America Mortgage
2018 - 2022 (4 years)
Moria Development, Inc.
2016 - 2018 (2 years)
City of Mesa
2011 - 2025 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Woodmont Financial Partners LLC
I’m Paulo Lopes, an environmental attorney turned CERTIFIED FINANCIAL PLANNER® professional and the founder of Woodmont Financial Partners. Most people I work with are DIY investors, high earners, and business owners who want a clear plan and an objective second set of eyes, without commissions or an asset-based fee. You should not have to hand over your investments to get good advice. My work is tax-aware and practical. We focus on the decisions that move the needle, including multi-year tax planning, withholding and estimated tax planning, Roth conversion strategy, retirement and Social Security planning, and estate planning coordination (beneficiaries, trusts, and POAs, plus the questions to take to your attorney). On the investment side, I help clients build a long-term allocation, improve tax efficiency, and set a rebalancing approach they can actually follow. I also help clients think through small business and real estate decisions where taxes and cash flow matter. We start with a short intro call. If we decide to work together, I will outline the scope, deliverables, and the next step in plain English. Meetings are virtual, with in-person options when it makes sense. I’m based in Arizona and work with clients nationwide.
CFP®, Series 63
Queen Creek, AZ
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Tempe, AZ
Estate & Retirement Strategies LLC
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