Steven StringbergCRD Number: 1016219
Current Firm: Waddell & Reed
Steven Stringberg (CRD# 1016219) is an Investment Advisor Representative working at Waddell & Reed in Creve Coeur, MO and has over 36 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Mml Investors Services, LLC
|Mid-missouri Group, LLC||Harrisonville, MO||Sep 2017 - Current||< 1|
|Celtic Wolf LLC||Lee's Summit, MO||Oct 2015 - Current||2|
|Stick This In Your Ear LLC||Lees Summit, MO||Apr 2009 - Current||9|
|Various Insurance Carriers For W & R Insurance Agencies||Lees Summit, MO||Feb 2008 - Current||10|
|Waddell & Reed Inc.||Independence, MO||Oct 1981 - Current||36|
|Big Ear||Lee's Summit, MO||Apr 2009 - Jul 2010||1|
|Concealed Carry Of Missouri||Lee's Summit, MO||Mar 2004 - Jan 2009||4|
|United Investors,inc||Shawnee Mission, KS||Dec 1987 - Jan 2009||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1981|
|S65||NASAA Investment Advisors Law Examination||May 1997|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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