Jonathan William Steffen

Current Employers

Summit Financial, Llc

4 Campus Drive, Parsippany, NJ 07054 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2024-09-30

WI RA
APPROVED

Since 2024-09-30

Branch Locations

2715 Post Road Suite A, Stevens Point, WI 54481 • 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
Glisczynski & Associates, Inc.	Plover	WI	07/2015	12/2017
Silvertree, Llc	Stevens Point	WI	01/2018	Present
Brookstone Capital Management	Wheaton	IL	07/2015	11/2024
Summit Financial, Llc	Parsippany	NJ	09/2024	Present

07/2015 → 12/2017

Glisczynski & Associates, Inc.

Plover, WI
01/2018 → Present

Silvertree, Llc

Stevens Point, WI
07/2015 → 11/2024

Brookstone Capital Management

Wheaton, IL
09/2024 → Present

Summit Financial, Llc

Parsippany, NJ

Previous Registrations

2015-07-27 → 2024-11-08

Brookstone Capital Management Llc

Plover, WI

Wheaton, IL

Stevens Point, WI

Other Businesses

(1) Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Mr. Steffen Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products. (2) 2/15/19 Stryde - Representative - business consulting on tax savings strategies (3) SILVERTREE PROPERTIES, LLC - MEMBER/OWNER - LANDLORD 4.1.21

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-06-23

S65 Uniform Investment Adviser Law Examination

2015-06-23

Other Names

Jonathan Steffens

View on SEC IAPD