Robert Steffen & Associates
Robert Steffen & Associates (CRD# 115256) is a financial advisory firm headquartered in Bloomington, MN. They manage $459,067,313 in 252 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management459MILLION
Total Number of Accounts252ACCOUNTS
Average Account Value$1,821,696
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, FL, MN, WI
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.