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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-31-2018
- Office Locations
- 2
Office Locations
About Stewards Advisory Services
Stewards Advisory Services is an Iowa-based RIA providing financial planning and investment management grounded in biblical stewardship. The firm serves retail and institutional clients with goal-based planning, tax and estate considerations, retirement planning, and insurance/annuity solutions where appropriate. Portfolios commonly use public funds, including mutual funds and ETFs, and custody includes Charles Schwab; planning workflows use eMoney.
Team overview
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Investment Themes
Investment Vehicles
Platform
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Owner & Executives
ANDREW CARL TUECKE
Chief Compliance Officer, Managing Member, President
- CRD
- #5490991
- Ownership
- 50% but less than 75%
ROBERT CHRISTOPHER SULLIVAN
Financial Advisor, Managing Member
- CRD
- --
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $128,045,786 | $437,016 |
| Non-Discretionary | $0 | -- |
| Total | $128,045,786 | $437,016 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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