Steffes Financial, Ltd
Overland Park, Kansas
Steffes Financial, Ltd is a highly reputable investment advisory firm based out of Overland Park, KS. With a dedicated team of five employees, including four seasoned investment advisors, they provide exceptional financial services to a diverse clientele. Demonstrating their expertise, each investment advisor at Steffes Financial, Ltd manages an average of $259,810,000 in assets, surpassing the industry average. With over 140 individual clients, Steffes Financial, Ltd oversees an impressive $429,191,000 in assets under management. While their core focus lies in managing discretionary assets, which accounts for 58% of their total,...
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Assets Under Mgmt

$429.19M

Investment Professionals

4

Locations

0

% 401K & Individual

14%

% Discretionary

58%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
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