Sterneck Capital Management LLC

Sterneck Capital Management LLC (CRD# 111463) is a financial advisory firm headquartered in Kansas City, MO. They manage $233,095,064 in 554 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    233
    MILLION
  • Total Number of Accounts
    554
    ACCOUNTS
  • Average Account Value
    $420,749
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

AZ, CO, FL, IL, KS, MO, NE, NJ, NY, OK, TX, UT

Financial Advisors at Sterneck Capital Management LLC
Showing 1 - 7 of 7 top financial advisors.
1
Alec J. Bethurum
CRD#: 3197498
4510 Belleview Ave Suite 204, Kansas City, MO 64111

Alec Bethurum (CRD# 3197498) is an Investment Advisor Representative working at Sterneck Capital Management LLC in Kansas City, MO and has over 21 years of experience in the finance industry.

2
Austin L. Drake
CRD#: 6365082
4510 Belleview Avenue, Suite 204, Kansas City, MO 64111

Austin Drake (CRD# 6365082) is an Investment Advisor Representative working at Sterneck Capital Management LLC in Kansas City, MO and has over 5 years of experience in the finance industry. Austin Drake 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
Brandie M. Giffin
CRD#: 6324300
Waterloo, NE

Brandie Giffin (CRD# 6324300) is an Investment Advisor Representative working at Sterneck Capital Management LLC in Waterloo, NE and has over 4 years of experience in the finance industry.

4
Laura M. Greenbaum
CRD#: 5660919
4510 Belleview Avenue, Suite 204, Kansas City, MO 64111

Laura Greenbaum (CRD# 5660919) is an Investment Advisor Representative working at Sterneck Capital Management LLC in Kansas City, MO and has over 16 years of experience in the finance industry.

5
Richard A. Schilffarth
CRD#: 1286337
Elm Grove, WI

Richard Schilffarth (CRD# 1286337) is an Investment Advisor Representative working at Sterneck Capital Management LLC in Elm Grove, WI and has over 36 years of experience in the finance industry.

6
Frank M. Sterneck
CRD#: 1171973
4510 Belleview Avenue, Suite 204, Kansas City, MO 64111

Frank Sterneck (CRD# 1171973) is an Investment Advisor Representative working at Sterneck Capital Management LLC in Kansas City, MO and has over 24 years of experience in the finance industry.

7
Robin P. Sterneck
CRD#: 1241565
4510 Belleview Avenue, Suite 204, Kansas City, MO 64111

Robin Sterneck (CRD# 1241565) is an Investment Advisor Representative working at Sterneck Capital Management LLC in Kansas City, MO and has over 36 years of experience in the finance industry.

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