Adviser and broker representative · American Independent Securities Group, LLC
Wendy L. Steadman
CRD 4385199 · Eagle, ID
At a glance
Wendy L. Steadman is an investment adviser representative with American Independent Securities Group, LLC in Eagle, ID, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Wendy’s SEC record dates to 2017, about 9 years ago. Wendy is also registered as a broker representative.
Current advisory firm
- American Independent Securities Group, LLCSince March 2025Eagle, ID · $986M in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- None on file
- Exams
- Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Wendy’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 and FINRA BrokerCheck.