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Grant Gerald Steffes

Steffes Financial, Ltd

Overland Park, KS

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Current Employers
Steffes Financial, Ltd

8655 College Blvd Suite 101, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-12-22
KS RA APPROVED 2021-06-17
  • TX RA
    APPROVED
    Since 2023-12-22
  • KS RA
    APPROVED
    Since 2021-06-17

Branch Locations

8655 College Blvd Suite 101, Overland Park, KS 66210 • 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
OrganizationCityStateFromTo
Steffes Financial, Ltd. Overland Park KS 11/2020 06/2021
Steffes Financial, Ltd. Overland Park KS 06/2021 Present
Ernst & Young, Llp Dallas TX 09/2016 09/2020
Unemployed Dallas TX 05/2016 09/2016
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-12
  • S65 Uniform Investment Adviser Law Examination
    2021-04-12
Designations

View on SEC IAPD

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