Robert Steffen & Associates

Robert Steffen & Associates (CRD# 115256) is a financial advisory firm headquartered in Bloomington, MN. They manage $507,771,405 in 251 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    508
    MILLION
  • Total Number of Accounts
    251
    ACCOUNTS
  • Average Account Value
    $2,022,994
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, FL, MN, WI

Financial Advisors at Robert Steffen & Associates
Showing 1 - 2 of 2 top financial advisors.
1
Scott E. Nelson
CRD#: 6268814
9801 Dupont Avenue, South, Suite 360, Bloomington, MN 55431
93
Wealthminder
score

Scott Nelson (CRD# 6268814) is an Investment Advisor Representative working at Robert Steffen & Associates in Bloomington, MN and has over 3 years of experience in the finance industry. Scott Nelson 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.

2
Robert A. Steffen
CRD#: 1064057
Robert Steffen And Associates, 9801 Dupont Avenue So. Suite 360, Bloomington, MN 55431
90
Wealthminder
score

Robert Steffen (CRD# 1064057) is an Investment Advisor Representative working at Robert Steffen & Associates in Bloomington, MN and has 1 year of experience in the finance industry. Robert Steffen 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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