Steffes Financial, Ltd

A Registered Investment Advisor

8655 College Blvd, Overland Park, Kansas 66210

(913) 722-1111

 

 

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.

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Steffes Financial’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Steffes Financial’s web site on the Internet should not be construed by any consumer and/or prospective client as Steffes Financial’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

 

Any subsequent, direct communication by Steffes Financial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

 

For information pertaining to the registration status of Steffes Financial, please contact the SEC or the state securities regulators for those states in which Steffes Financial maintains a filing. A copy of Steffes Financial’s current written disclosure statement discussing Steffes Financial’s business operations, service, and fees is available from Steffes Financial upon written request.

 

Steffes Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Steffes Financial’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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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. 

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Please note: All web portal links on this site 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.