Steven Minninger, financial advisor Stamford CT
96 score

Steven Minninger

CRD Number: 5288131
Current Firm: Securities America Advisors, Inc.

Steven Minninger (CRD# 5288131) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Stamford, CT and has over 9 years of experience in the finance industry. Steven Minninger 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
Securities America Inc. Lavista, NE Mar 2010 - Current 6
Securities America Advisors Lavista, NE Mar 2010 - Current 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Westport, CT Jan 2007 - Mar 2010 3
Penpower, Inc. Tampa, FL Mar 2005 - Jan 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Steven F. Minninger
Phone Number: 402-399-9111
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
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)
  • Publication of periodicals or newsletters
  • 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
96
Clean Record
This advisor has a clean track record with regulators.

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