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Director, President, Secretary, & Chief Compliance Officer · Steffes Financial, LTD

Grant G. Steffes

CRD 7396297 · Named on Form ADV at one SEC-registered adviser

At a glance

Steffes Financial, LTD, an SEC-registered wealth manager based in Overland Park, KS with $611 million in regulatory assets, lists Grant G. Steffes on its Form ADV as Director, President, Secretary, & Chief Compliance Officer, a control person.

Firms and roles

  • Steffes Financial, LTDDirector, President, Secretary, & Chief Compliance OfficerWealth manager · Overland Park, KS · $611M in regulatory assets

AtlasMembers

Grant’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Grant’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.