Adam Steenblock, financial advisor Waterloo IA
96 score

Adam Steenblock

CRD Number: 5286818
Current Firm: Sii Investments, Inc.

Adam Steenblock (CRD# 5286818) is an Investment Advisor Representative working at Sii Investments, Inc. in Waterloo, IA and has over 9 years of experience in the finance industry. Adam Steenblock 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
Monat Financial Services Waterloo, IA Feb 2007 - Current 9
Sii Investments, Inc. Waterloo, IA Feb 2007 - Current 9
North Iowa Golf Mason City, IA Sep 1996 - Current 20
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Adam D. Steenblock
Phone Number: 800-426-5975
Firm Website: http://www.siionline.com
Registered State(s):
  • AZ
  • CA
  • CO
  • IL
  • IA
  • WI
  • TX
  • FL
  • MN
  • OR
By the Numbers
  • Total Assets Under Management
    4,226
    MILLIONS
  • Total Number of Accounts
    30,484
    ACCOUNTS
  • Average Account Value
    $138,626
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, RI, SC, SD, TN, TX, UT, VA, 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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