Steven E Post, LLC

Steven E Post, LLC (CRD# 166237) is a financial advisory firm headquartered in Auburn, IN. They manage $119,960,000 in 264 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $454,394
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
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.

IN, TX

Financial Advisors at Steven E Post, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Steven E. Post
CRD#: 6140150
1100 N Main Street, Auburn, IN 46706
90
Wealthminder
score

Steven Post (CRD# 6140150) is an Investment Advisor Representative working at Steven E Post, LLC in Auburn, IN and has over 5 years of experience in the finance industry.

2
Austin S. Miller
CRD#: 6399252
1100 N Main Street, Auburn, IN 46706
88
Wealthminder
score

Austin Miller (CRD# 6399252) is an Investment Advisor Representative working at Steven E Post, LLC in Auburn, IN and has over 3 years of experience in the finance industry.

3
Joel Grimm
CRD#: 6287745
1100 N Main Street, Auburn, IN 46706
69
Wealthminder
score

Joel Grimm (CRD# 6287745) is an Investment Advisor Representative working at Steven E Post, LLC in Auburn, IN and has over 4 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.