About Steven
Steve Jurich is a professional financial advisor, a published author, and the president of IQ Wealth Management, insurance and annuities division. He is also manager of IQ Wealth Advisory, LLC, a Registered Investment Advisor, with investment securities held in custody at Fidelity Institutional. Website:
www.IQWealthManagement.comTelephone: (888)310-1776
Education
Associate's degree
Licenses
Series 65
Registered Investment Advisor
Life
Investment Advisor Representative
IBF Designations
CAS®
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Certified Annuity Specialist
Fixed, variable, and indexed annuities. Accumulation and distribution strategies.
CIS™
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Certified Income Specialist
Retirement income planning, withdrawal strategies, and distribution optimization.
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At a Glance
IBF Designations
2
Member Since
2013
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.