Steven E Post, LLC

Steven E Post, LLC (CRD# 166237) is a financial advisory firm headquartered in Auburn, IN. They manage $185,816,793 in 379 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    186
    MILLION
  • Total Number of Accounts
    379
    ACCOUNTS
  • Average Account Value
    $490,282
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 - 4 of 4 top financial advisors.
1
David R. Tracey
CRD#: 5222875
1100 N Main Street, Auburn, IN 46706
96
Wealthminder
score

David Tracey (CRD# 5222875) is an Investment Advisor Representative working at Steven E Post, LLC in Auburn, IN and has over 8 years of experience in the finance industry. David Tracey 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.

2
Steven E. Post
CRD#: 6140150
1100 N Main Street, Auburn, IN 46706
93
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.

3
Austin S. Miller
CRD#: 6399252
1100 N Main Street, Auburn, IN 46706
90
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.

4
Joel Grimm
CRD#: 6287745
1100 N Main Street, Auburn, IN 46706
70
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.

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