Christopher Stakley, financial advisor Overland Park KS
93 score

Christopher Stakley

CRD Number: 5568433
Current Firm: Steffes Financial, Ltd

Christopher Stakley (CRD# 5568433) is an Investment Advisor Representative working at Steffes Financial, Ltd in Overland Park, KS and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Sep 2014 - Current 2
First National Capital Markets Omaha, NE Jun 2010 - Sep 2014 4
First National Bank Kansas Overland Park, KS Apr 2010 - Sep 2014 4
Charlie Hooper's Kansas City, MO Jan 2010 - Dec 2010 < 1
Primevest Financial Services, Inc. St. Cloud, MN May 2010 - Jun 2010 < 1
Usd 204 Bonner Springs, MO Oct 2009 - Apr 2010 < 1
Targer Shawnee, KS Nov 2009 - Mar 2010 < 1
Unemployed Bonner Springs, MO Aug 2009 - Oct 2009 < 1
New England Securities Overland Park, KS Jul 2008 - Aug 2009 1
College Student - Benedictine College Atchison, KS Aug 2003 - May 2008 4
Byers Glass & Mirror Bonner Springs, KS May 2004 - Aug 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S66 NASAA Uniform Combined State Law Examination Sep 2010
Contact Info for Christopher T. Stakley
Phone Number: 913-722-1111
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    273
    MILLIONS
  • Total Number of Accounts
    788
    ACCOUNTS
  • Average Account Value
    $346,274
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

KS, MO, NE, TX

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

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