Steffes Financial, Ltd. is an independent wealth management firm in Overland Park, Kansas.
Our mission is to help clients and their families develop financial security by preserving and growing the wealth clients have created and building a legacy for future generations.
Money Talks
Wealth whispers
Steffes Financial, Ltd
An SEC Registered Investment Advisory Firm
8655 College Blvd, Overland Park, Kansas 66210
(913) 722-1111
Securities offered through Cambridge Investment Research, Inc., (CIR) a Broker/Dealer, Member FINRA/SIPC to residents of AZ, CA, CO, IA, KS, MO, NE, TX and WA. Investment Advisory Services offered through Steffes Financial, Ltd., a Registered Investment Advisor. CIR and Steffes Financial, Ltd., are not affiliated entities. To check the background of of an investment professional, FINRA Broker Check is available at BrokerCheck.finra.org
SEC Form ADV Part 3 Relationship Summary
SEC Form ADV Part 2A Client Brochure
SEC Investment Advisor Public Disclosure
FINRA SIPC BrokerCheck.finra.org
Steffes Financial is an investment advisor registered with the U.S. Securities and Exchange Commission and located in Overland Park, Kansas. Steffes Financial and its representatives are in compliance with the current notice filing requirements imposed upon SEC-registered investment advisors by those jurisdictions in which Steffes Financial maintains clients. Steffes Financial may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements.
Information presented on this site is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed on this site.
Please note: The client web portal links are being provided strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.
Let's Get Aquainted
We offer a complimentary meeting to discuss our services and see if they can benefit you and your family.