Steffes Financial, Ltd
Steffes Financial, Ltd (CRD# 134530) is a financial advisory firm headquartered in Overland Park, KS. They manage $495,157,549 in 677 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management495MILLION
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Total Number of Accounts677ACCOUNTS
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Average Account Value$731,400
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
KS, MO, NE, TX
Christopher Stakley (CRD# 5568433) is an Investment Advisor Representative working at Steffes Financial, Ltd in Overland Park, KS and has over 15 years of experience in the finance industry.
Gerald Steffes (CRD# 2021161) is an Investment Advisor Representative working at Steffes Financial, Ltd in Overland Park, KS and has over 34 years of experience in the finance industry.
Grant Steffes (CRD# 7396297) is an Investment Advisor Representative working at Steffes Financial, Ltd in Overland Park, KS and has over 2 years of experience in the finance industry.