Vickie Steimle, financial advisor Saint Peters MO
93 score

Vickie Steimle

CRD Number: 3064145
Current Firm: Cambridge Investment Research Advisors, Inc.

Vickie Steimle (CRD# 3064145) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Saint Peters, MO and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Nov 2009 - Current 7
Cambridge Investment Research Advisors, Inc. Fairfield, IA Nov 2009 - Current 7
Woodbury Financial St Peters, MO Jan 2008 - Nov 2009 1
Fsc Securities Corp Atlanta, GA Jul 2003 - Jan 2008 4
Gateway Financial Advisors, Inc. St. Peters, MO Feb 2003 - Oct 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Vickie M. Steimle
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • 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, 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

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

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