Jodi Steczynski, financial advisor Ft Wright KY

Jodi Steczynski

CRD Number: 3149615
Current Firm: Robert W. Baird & Company Incorporated

Jodi Steczynski (CRD# 3149615) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Ft Wright, KY and has 1 year of experience in the finance industry.

Similar Advisors
Eric Aber, financial advisor Ft Wright KY
Eric M. Aber
CRD# 6428654
Renaissance Investment Management
Similar Advisors
Peter Abi-Nader, financial advisor Ft Wright KY
Peter J. Abi-Nader
CRD# 4600518
Journey Advisory Group, LLC
Similar Advisors
Joanna Adams, financial advisor Ft Wright KY
Joanna M. Adams
CRD# 6251091
Northwestern Mutual Investment Services,llc
Company Name Location Dates Years
Robert W Baird & Co Inc. Fort Wright, KY Nov 2018 - Current 2
Lawrence P. Gerwe Edgewood, KY Oct 2012 - Nov 2018 6
Lpl Financial, LLC Edgewood, KY Oct 2012 - Nov 2018 6
Unemployed Erlanger, KY Sep 2005 - Oct 2012 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Jodi C. Steczynski
Phone Number: 414-765-3500
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    231,509
    MILLIONS
  • Total Number of Accounts
    235,782
    ACCOUNTS
  • Average Account Value
    $981,879
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, 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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

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.