Robert Joseph Steinmetz

Employer firm

Integrity Advisory Solutions CRD 288817

$1.10B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• CONSULTING SERVICES

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

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

Current Employers

Employment History

• 05/1996 → 05/2021
  Missouri Employers Mutual Insurance
  Columbia, MO
• 06/2021 → Present
  Wr Wealth Planners, Llc
  Columbia, MO
• 09/2024 → Present
  Integrity Advisory Solutions
  Columbia, MO
• 02/2023 → Present
  Senior Benefit Services
  Columbia, MO

Previous Registrations

• 2021-06-30 → 2025-03-27
  Wr Wealth Planners Llc
  Columbia, MO
  Columbia, MO
  Columbia, MO

Other Businesses

1. JK Financial, LLC; Investment related; 3806 Buttonwood Dr, Suite 102; Columbia, MO 65201; DBA for insurance & securities business; IAR & Insurance Agent; 05/01/2021; 0 hours per month; 0 hours during securities hours; DBA for securities & insurance business. 2. Senior Benefit Services; Investment related; 803 Gray Oak Dr Columbia, MO 65201; Insurance sales; Insurance Agent; 02/08/2023; 20 hours per month; 20 hours during securities hours; Discuss life insurance & long-term care insurance as part of overall financial planning with clients. 3. BS Remote View, LLC; not investment related; 7800 N. Marigold Court, Columbia, MO 65202; rental property; Co-Owner; 02/10/25; 10 hours per month; 0 hours during security hours; managing property BS FINANCIAL, LLC POSITION: Owner NATURE: This LLC is my personal LLC through which I will continue to perform duties as a financial advisor for JK Financial. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 02/16/2026 ADDRESS: 7800 N Marigold Ct, Columbia MO 65202, United States DESCRIPTION: Wealth planning, investment management, IT solutions

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-30

Other Names

• Robert J Steinmetz
• Bob Steinmetz