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STEFFES FINANCIAL, LTD
CRD 134530 · SEC 801-64179
8655 COLLEGE BLVD, SUITE 101, OVERLAND PARK, KS, 66210, United States
Phone
913-722-1111
Fax
913-722-1120
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$611.5M
Discretionary AUM
$354.6M
Team
4 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 126 | $50.9M |
| High net worth individuals | 92 | $303.7M |
| Pension/profit sharing plans | 47 | $256.9M |
States served
KS, NE, MO, TX
All web addresses on file
Official SEC filing: View on IAPD