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 4 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 2 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 3 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.