Joan Steigerwald, financial advisor Marietta GA
89 score

Joan Steigerwald

CRD Number: 6181806
Current Firm: Capital Financial Services, Inc.

Joan Steigerwald (CRD# 6181806) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Marietta, GA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Financial Servies, Inc. Minot, ND Jun 2014 - Current 2
Edward Jones St. Louis, MO Apr 2013 - Jun 2014 1
Aroundabout Local Media Woodstock, GA Aug 2012 - Apr 2013 < 1
The Science Chain Marietta, GA Sep 2011 - Apr 2013 1
Self Employed Marietta, GA Sep 1997 - Mar 2013 15
Cobb County School District Marietta, GA Aug 2009 - Jul 2012 2
The Day School Sandy Springs, GA Aug 2005 - Jul 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Joan M. Steigerwald
Phone Number: 701-837-9600
Firm Website: https://www.capfin.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    142
    MILLIONS
  • Total Number of Accounts
    737
    ACCOUNTS
  • Average Account Value
    $192,622
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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