Steven F Minninger

Employer firm

William Joseph Capital Management, Inc. CRD 226535

$694M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2010 → 08/2018
  Securities America Inc.
  Lavista, NE
• 03/2010 → 08/2018
  Securities America Advisors
  Lavista, NE
• 08/2018 → 10/2022
  Etico Wealth Management Llc
  Clifton Park, NY
• 08/2018 → 04/2020
  Etico Partners, Llc
  Clifton Park, NY
• 04/2020 → 01/2022
  Benchmark Investments, Inc
  Stockbridge, GA
• 01/2022 → 04/2023
  Etico Partners Llc
  Clifton Park, NY
• 10/2022 → Present
  William Joseph Capital Management, Llc
  Bristol, CT

Previous Registrations

• 2018-08-07 → 2022-10-25
  Etico Wealth Management Llc
  Stamford, CT
• 2010-03-26 → 2018-08-06
  Securities America Advisors, Inc.
  Stamford, CT
• 2007-05-08 → 2010-03-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fairfield, CT
  Westport, CT

Other Businesses

1). Menninger Financial Services, LLC, dba Waypoint Wealth Planning and Investment Advisors. Owner, Iinvestment related. Insurance sales, started 2010. 10 hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2007-05-07

Designations

• Certified Financial Planner

Other Names

• Steven F Minninger