Investment adviser representative · Life Planning Solutions, LLC
Darlene K. Steffen
CRD 5860379 · Moline, IL
At a glance
Darlene K. Steffen is an investment adviser representative with Life Planning Solutions, LLC in Moline, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Darlene’s SEC record dates to 2011, about 15 years ago. Designations on file: Certified Financial Planner, Personal Financial Specialist.
Current advisory firm
- Life Planning Solutions, LLCSince September 2011Moline, IL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- Certified Financial Planner, Personal Financial Specialist
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Darlene’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.