GS
Gerald Steffes
from Steffes Financial, Ltd
Gerald Steffes is a financial advisor based in Kansas, Overland Park,
with 35 years of experience. Gerald currently works for
Steffes Financial, Ltd.
Gerald maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Gerald Steffes works at Steffes Financial, Ltd
Steffes Financial, Ltd is a financial advisory firm based in Overland Park, Kansas. It currently has approximately $246,839,876 of assets under management and employs about 5 people. Steffes Financial, Ltd uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
5 years
Fee structure
and a percentage of assets under your management
Office location
8655 College Blvd, Suite 101, Overland Park, Kansas, 66210
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