Laura Steinbeck, financial advisor San Ramon CA

Laura Steinbeck

CRD Number: 4468338
Current Firm: Kestra Advisory Services, LLC

Laura Steinbeck (CRD# 4468338) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in San Ramon, CA and has over 21 years of experience in the finance industry. Laura Steinbeck 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
Kestra Investment Services, LLC San Ramon, CA Jun 2020 - Current 3
Kestra Advisory Services, LLC San Ramon, CA Jun 2020 - Current 3
Securian Financial Services St. Paul, MN Mar 2011 - Jul 2020 9
Minnesota Life Insurance Company St. Paul, MN Mar 2011 - Jul 2020 9
Sgc Financial San Mateo, CA Mar 2011 - Jul 2020 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2002
Contact Info for Laura M. Steinbeck
Phone Number: 8445537872
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
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, WY

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