Paul Steingreaber, financial advisor Coralville IA
93 score

Paul Steingreaber

CRD Number: 1866993
Current Firm: Advice And Planning Services

Paul Steingreaber (CRD# 1866993) is an Investment Advisor Representative working at Advice And Planning Services in Coralville, IA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Coralville, IA May 2017 - Current < 1
Tiaa-cref Individual & Institutional Services, LLC Coralville, IA May 2017 - Current < 1
Unemployed Cedar Rapids, IA Jan 2017 - Apr 2017 < 1
Ing Investment Management Scottsdale, AZ Aug 2008 - Dec 2016 8
Voya Investments Distributor, LLC Scottsdale, AZ Aug 2008 - Dec 2016 8
Voya Investment Management Company LLC Scottsdale, AZ Aug 2008 - Dec 2016 8
Principal Life Insurance Co Des Moines, IA May 2005 - Aug 2008 3
Princor Financial Services Corp Cedar Rapids, IA May 2005 - Aug 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
S65 NASAA Investment Advisors Law Examination Apr 1999
Contact Info for Paul D. Steingreaber
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    21,673
    MILLIONS
  • Total Number of Accounts
    55,750
    ACCOUNTS
  • Average Account Value
    $388,745
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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