Mark SteffkeCRD Number: 6363225
Current Firm: Estate Counselors, LLC
Mark Steffke (CRD# 6363225) is an Investment Advisor Representative working at Estate Counselors, LLC in Thiensville, WI and has over 2 years of experience in the finance industry.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Estate Counselors, LLC||Thiensville, WI||Jun 2014 - Current||2|
|Estate Counselors, LLC||Thiensville, WI||Aug 2013 - Current||3|
|Unemployed||Mequin, WI||May 2012 - Aug 2013||1|
|Phase Three, LLC||Missoula, MT||May 2008 - May 2012||4|
|University Of Montana||Missoula, MT||Aug 2007 - May 2008||< 1|
|Matenaer Corp.||West Bend, WI||Feb 2001 - Aug 2007||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2014|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management393MILLIONS
Total Number of Accounts47ACCOUNTS
Average Account Value$8,359,043
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
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