Be advised. This firm is no longer registered.

Robert Steffen & Associates

Robert Steffen & Associates (CRD# 115256) is a financial advisory firm headquartered in Bloomington, MN. They manage $578,237,637 in 256 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    578
    MILLION
  • Total Number of Accounts
    256
    ACCOUNTS
  • Average Account Value
    $2,258,741
Compensation Options
  • 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
The map below shows states where this firm has explicit registration only.

AZ, FL, MN, WI

Financial Advisors at Robert Steffen & Associates
No Advisor Found.
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