Steven Allen Grove
Investment Adviser Representative at Liberty ONE Investment Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Steven Allen Grove is an investment adviser representative with Liberty ONE Investment Management in Omaha, NE, where they have been registered since 2022. They have worked in the securities industry since 2015 and have been registered with 3 firms, including Orion Portfolio Solutions, LLC and CLS Investments, LLC. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 7 (general securities representative). They are registered to provide investment advice in Nebraska.
Registrations & licenses
- Investment adviser:
- Nebraska
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- CLS Investments, LLCMay 2015 – Dec 2018Omaha, NE
- Orion Portfolio Solutions, LLCJan 2019 – Sep 2022Omaha, NE
- Brinker Capital Securities, LLCMay 2022 – Sep 2022Berwyn, PA
- Liberty One Investment Management, LLCOct 2022 – no end date reportedLibertyville, IL
- Money Concepts CapitalAug 2024 – no end date reportedPalm Beach Gardens, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Liberty ONE Investment Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $50,000
- Estimated blended rate
- 0.0065
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Steven Allen Grove has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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