This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-15-2005
- Office Locations
- 1
Office Locations
About Steffes Financial, LTD
Steffes Financial, Ltd. is an independent, fee-only RIA in Overland Park, Kansas providing investment advisory, wealth management, and fiduciary services for individuals and families, trusts, local businesses, and qualified retirement plans. The firm builds and manages low-cost portfolios with an unbiased, long-term approach informed by the business cycle and macroeconomic trends.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Grant Gerald Steffes
Certified Financial Planner, Chief Compliance Officer, DIRECTOR, President, Secretary
- CRD
- #7396297
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
CHRISTOPHER THOMAS STAKLEY
Certified Financial Planner
- CRD
- #5568433
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $354,564,670 | $586,057 |
| Non-Discretionary | $256,890,384 | $5,465,753 |
| Total | $611,455,054 | $937,815 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing