Steven SipniewskiCRD Number: 6101758
Current Firm: Westminster Financial Advisory Corp
Steven Sipniewski (CRD# 6101758) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Dayton, OH and has over 3 years of experience in the finance industry.
Sound Financial Investment Management, LLC
Raymond James & Associates, Inc.
Greenrock Advisory LLC
|Westminster Financial Securities||Vandalia, OH||Nov 2013 - Current||2|
|Westminster Financial Advisory||Vandalia, OH||Nov 2013 - Current||2|
|Thrivent Financial For Lutherans||Appleton, WI||Dec 2012 - Nov 2013||< 1|
|Thrivent Investment Management Inc.||Dayton, OH||Aug 2012 - Nov 2013||1|
|Thrivent Financial For Lutherans||Appleton, WI||Nov 2012 - Dec 2012||< 1|
|Unemployed||Dayton, OH||Mar 2012 - Aug 2012||< 1|
|Bwi Group||Kettering, OH||Nov 2011 - Mar 2012||< 1|
|Wright State University||Dayton, OH||Sep 2008 - Nov 2011||3|
|Washington Township Recreation Center||Dayton, OH||Jan 2005 - Jun 2011||6|
|South Ymca Of Dayton||Kettering, OH||Jun 2007 - Nov 2010||3|
|Centerville School District||Dayton, OH||Sep 2000 - Jun 2007||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management171MILLIONS
Total Number of Accounts435ACCOUNTS
Average Account Value$392,765
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.