Steven Simerka, CIMA®

Steven Simerka, CIMA®, has extensive work experience in the finance industry. From 2005 to 2008, they served as the Vice President - Regional Sales Director at Old Mutual Investment Partners. Steven then joined Tactical Allocation Group, LLC in 2009 as the National Sales Director - Portfolio Specialist and held this role until 2012.

In 2012, Steven returned to EQIS Capital Management Inc. as a Senior Regional Vice President - Business Consultant. Steven provided strategic consulting and developed business, sales, and marketing plans for independent financial advisors and RIA's. Steven left EQIS Capital Management Inc. in 2013 and joined Tactical Allocation Group, LLC again as the National Sales Director - Portfolio Specialist.

In 2014, Steven took on the role of Senior Regional Vice President - Business Consultant at EQIS Capital Management Inc. for the second time. Steven offered strategic consulting and helped advisors and RIA's effectively manage their practice, portfolios, and people. The end dates for their roles at EQIS Capital Management Inc. and Tactical Allocation Group, LLC after 2014 are not provided.

Steven Simerka, CIMA®, holds a Bachelor of Arts degree in Communication and Media Studies from Michigan State University. Steven also obtained a certification as a Certified Investment Management Analyst from The Wharton School. In addition, they have received the Certified Financial Planner (CFP) certification from the College for Financial Planning. Furthermore, they have acquired certifications in Series 7, 63, and 65 from FINRA.