Wendy L Steadman

Employer firm

American Independent Securities Group, LLC CRD 135288

$986M regulatory AUM 4,385 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

American Independent Securities Group, Llc

664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-03-27

MI RA
APPROVED

Since 2025-03-27

Branch Locations

2150 Butterfield Dr Ste 200, Troy, MI 48084 • United States

664 S Rivershore Lane Suite 150, Eagle, ID 83616 • USA

664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
L.M. Kohn & Company	Cincinnati	OH	07/2012	Present

07/2012 → Present

L.M. Kohn & Company

Cincinnati, OH

Previous Registrations

2017-09-05 → 2025-03-28

L.M. Kohn & Company

Grosse Pointe Farms, MI

Cincinnati, OH

Troy, MI

Cincinnati, OH

Troy, MI

Other Businesses

1.Windermere Island Foundation; non-profit. In addition to light administrative duties ie, writing letters on behalf of board members, tracking contributions and distributions; starting March 2016 website administrator hours dedicated to these duties will vary as needed. I can only approximate 8-10 per month.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-08-29
S66	Uniform Combined State Law Examination	2002-04-29

S65 Uniform Investment Adviser Law Examination

2017-08-29
S66 Uniform Combined State Law Examination

2002-04-29

Other Names

Wendy Louise Golembiewski

View on SEC IAPD