Christopher Stakley, financial advisor Overland Park KS

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 15 years of experience in the finance industry. Christopher Stakley 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
Cambridge Investment Research, Inc. Fairfield, IA Sep 2014 - Current 9
Steffes Financial, Ltd. Overland Park, KS Sep 2014 - Current 9
First National Capital Markets Omaha, NE Jun 2010 - Sep 2014 4
First National Bank Kansas Overland Park, KS Apr 2010 - Sep 2014 4
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
    495
    MILLIONS
  • Total Number of Accounts
    677
    ACCOUNTS
  • Average Account Value
    $731,400
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
  • Pension consulting services
Types of Clients
Registered States

KS, MO, NE, TX

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