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).

By the Numbers
  • Total Assets Under Management
    495
    MILLION
  • Total Number of Accounts
    677
    ACCOUNTS
  • Average Account Value
    $731,400
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
  • Pension consulting services
Types of Clients
Registered States
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
Christopher T. Stakley
CRD#: 5568433
8655 College Blvd, Suite 101, Overland Park, KS 66210

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.

2
Gerald C. Steffes
CRD#: 2021161
8655 College Blvd, Suite 101, Overland Park, KS 66210

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.

3
Grant G. Steffes
CRD#: 7396297
8655 College Blvd, Suite 101, Overland Park, KS 66210

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.

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