Steven Sipniewski, financial advisor Beavercreek OH

Steven Sipniewski

CRD Number: 6101758
Current Firm: Westminster Financial Advisory Corp

Steven Sipniewski (CRD# 6101758) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has over 11 years of experience in the finance industry. Steven Sipniewski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Westminster Financial Securities Vandalia, OH Nov 2013 - Current 10
Westminster Financial Advisory Vandalia, OH Nov 2013 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Steven J. Sipniewski
Phone Number: 937-898-5010
Registered State(s):
  • AL
  • IL
  • OH
  • WA
By the Numbers
  • Total Assets Under Management
    748
    MILLIONS
  • Total Number of Accounts
    2,007
    ACCOUNTS
  • Average Account Value
    $372,919
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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