Barry Steim, financial advisor West Des Moines IA
93 score

Barry Steim

CRD Number: 4563048
Current Firm: Ameritas Investment Corp

Barry Steim (CRD# 4563048) is an Investment Advisor Representative working at Ameritas Investment Corp in West Des Moines, IA and has over 14 years of experience in the finance industry.

Similar Advisors
Dennis Markway, financial advisor West Des Moines IA
Dennis L. Markway
CRD# 4373615
Iron Horse Wealth Management, LLC
Score
103
Similar Advisors
Regis Rasmussen, financial advisor West Des Moines IA
Regis J. Rasmussen
CRD# 5587479
Questar Asset Management, Inc.
Score
100
Similar Advisors
Steven Becker, financial advisor West Des Moines IA
Steven L. Becker
CRD# 1762084
Principal Securities, Inc.
Score
96
Company Name Location Dates Years
Steim Investment Strategies W Des Moines, IA Oct 2011 - Current 5
Central Financial Group W Des Moines, IA Mar 2010 - Current 6
Ameritas Investment Corp Lincoln, NE Mar 2010 - Current 6
First American Bank Clive, IA Mar 2010 - Oct 2011 1
Brokers Clearing House West Des Moines, IA Mar 2008 - Mar 2010 2
Securities America, Inc. West Des Moines, IA Feb 2008 - Mar 2010 2
Securities America Advisors, Inc. West Des Moines, IA Feb 2008 - Mar 2010 2
Bearence Management Group West Des Moines, IA Mar 2008 - Feb 2010 1
True North Enterprises, LLC West Des Moines, IA Sep 2005 - Feb 2010 4
Axa Advisors West Des Moines, IA Nov 2002 - Feb 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination Jan 2003
Contact Info for Barry L. Steim
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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)
  • 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.