Steffes Financial, Ltd

Steffes Financial, Ltd (CRD# 134530) is a financial advisory firm headquartered in Overland Park, KS. They manage $272,863,532 in 788 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    273
    MILLION
  • Total Number of Accounts
    788
    ACCOUNTS
  • Average Account Value
    $346,274
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

KS, MO, NE, TX

Financial Advisors at Steffes Financial, Ltd
Showing 1 - 3 of 3 top financial advisors.
1
Gerald C. Steffes
CRD#: 2021161
8655 College Blvd, Suite 101, Overland Park, KS 66210
96
Wealthminder
score

Gerald Steffes (CRD# 2021161) is an Investment Advisor Representative working at Steffes Financial, Ltd in Overland Park, KS and has over 26 years of experience in the finance industry. Gerald Steffes 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
Amy R. White
CRD#: 2694724
8655 College Blvd, Suite 101, Overland Park, KS 66210
96
Wealthminder
score

Amy White (CRD# 2694724) is an Investment Advisor Representative working at Steffes Financial, Ltd in Overland Park, KS and has over 18 years of experience in the finance industry. Amy White 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.

3
Christopher T. Stakley
CRD#: 5568433
8655 College Blvd, Suite 101, Overland Park, KS 66210
93
Wealthminder
score

Christopher Stakley (CRD# 5568433) is an Investment Advisor Representative working at Steffes Financial, Ltd in Overland Park, KS and has over 8 years of experience in the finance industry.

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