Advisor at Steffes Financial, Ltd
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Firm
Steffes Financial, Ltd
Location
Overland Park, KS 66210
Credentials
CFP®, Series 63, Series 66
Industry experience
16 years
Christopher Stakley is a CFP® professional with 16 years of experience in financial advising. He has been with Steffes Financial, Ltd. since 2014 and previously worked at Cambridge Investment Research, Inc. He is also an independent insurance agent for various insurance companies. Steffes Financial, Ltd. serves individuals, including high-net-worth clients, pension and profit-sharing plans, and corporate entities, providing discretionary portfolio management, retirement-account consulting, qualified retirement plan advisory, and hourly financial planning. The firm manages over $537 million in client assets and employs both strategic rebalancing and tactical asset-allocation adjustments based on multiple analysis methods.
Based on Steffes Financial, Ltd
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.60% annually $2,000,001 - $3,000,000: 0.50% annually $3,000,001+: 0.40% annually
Financial planning and consulting services charged hourly between $200 and $300, fees payable upon completion
Account minimum: $500,000 Minimum fee: Minimum annual fee of $5,000 for advisory management clients; minimum annual consulting fee of $4,000 for qualified retirement plans Fee-only: Hourly financial planning fees ranging from $200 to $300 per hour, adjustable based on client complexity
8655 College Blvd, Suite 101
Overland Park, KS 66210
Kansas
Steffes Financial, Ltd.
2014 - Present (12 years)
Cambridge Investment Research, INC
2014 - 2020 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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