Steven Stringberg, financial advisor Independence MO
93 score

Steven Stringberg

CRD Number: 1016219
Current Firm: Waddell & Reed

Steven Stringberg (CRD# 1016219) is an Investment Advisor Representative working at Waddell & Reed in Independence, MO and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Celtic Wolf LLC Lee's Summit, MO Oct 2015 - Current 1
Stick This In Your Ear LLC Lees Summit, MO Apr 2009 - Current 7
Various Insurance Carriers For W & R Insurance Agencies Lees Summit, MO Feb 2008 - Current 8
United Investors,inc Shawnee Mission, KS Dec 1987 - Current 29
Waddell & Reed Inc. Independence, MO Oct 1981 - Current 35
Big Ear Lee's Summit, MO Apr 2009 - Jul 2010 1
Concealed Carry Of Missouri Lee's Summit, MO Mar 2004 - Jan 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1981
S65 NASAA Investment Advisors Law Examination May 1997
Contact Info for Steven S. Stringberg
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AR
  • GA
  • ID
  • KS
  • KY
  • MO
  • OH
  • TX
  • FL
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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