Teresa Jo Steele

Current Employers

Employment History

• 02/2015 → 10/2017
  National Planning Corporation
  Independence, MO
• 04/1994 → Present
  Evans And Steele Financial Llc
  Independence, MO
• 10/2017 → 01/2024
  Woodbury Financial Services Inc
  Independence, MO
• 01/2024 → 11/2024
  Osaic Wealth, Inc.
  Independence, MO
• 11/2024 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 11/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-01-19 → 2024-12-03
  Osaic Wealth, Inc.
  Independence, MO
• 2017-10-16 → 2024-01-19
  Woodbury Financial Services, Inc.
  Independence, MO
  Independence, MO
  Chesterfield, MO
• 2017-01-09 → 2017-10-23
  National Planning Corporation
  El Segundo, CA
  Independence, MO
• 2009-09-08 → 2010-01-11
  Lpl Financial Llc
  Independence, MO
• 2009-04-22 → 2009-09-08
  Mutual Service Corporation
  Independence, MO

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 4/1993 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS ; 2. NAME OF OTHER BUSINESS: INDEPENDENCE CHAMBER OF COMMERCE INVESTMENT RELATED: NO ADDRESS: 210 W TRUMAN RD, INDEPENDENCE, MO 64050 NATURE OF BUSINESS: BOARD FIDUCIARY POSITIONS START DATE: 1/2018 POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: SERVE ON THE BOARD AND ALSO SERVE AS THE CHAIR FOR THE SANTA CALI GON FESTIVAL HELD EACH LABOR DAY WEEKEND; 3. NAME OF OTHER BUSINESS: TRUMAN HEARTLAND COMMUNITY FOUNDATION INVESTMENT RELATED: NO ADDRESS: 4200 LITTLE BLUE PKWY, SUITE #340, INDEPENDENCE, MO 64057 NATURE OF BUSINESS: BOARD FIDUCIARY POSITIONS START DATE: 1/2021 POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: SERVICE ON THE BOARD AS WELL AS A COMMITTEE MEMBER FOR SCHOLARSHIPS AND FINANCE; 4. NAME OF OTHER BUSINESS: INDEPENDENCE FOUNDATION INVESTMENT RELATED: NO ADDRESS: 210 W TRUMAN RD, INDEPENDENCE, MO 64055 NATURE OF BUSINESS: BOARD FIDUCIARY POSITIONS START DATE: 9/2024 POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: SERVE AS A MEMBER OF THE FOUNDATION TO HELP MAINTAIN CHAMBER BUILDING; 5. NAME OF OTHER BUSINESS: EVANS AND STEELE FINANCIAL, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY, BROKERAGE, FINANCIAL PLANNING & INSURANCE START DATE: 4/1994 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: UTILIZE EVANS AND STEELE FINANCIAL, LLC AS MY DBA; 6. NAME OF OTHER BUSINESS: COOLIDGE WEALTH MANAGEMENT , INVESTMENT RELATED: YES, ADDRESS: 1309 S BEACON ST, 2ND FLOOR, BROOKLINE, MA 02446,, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 06/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: 5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-04
• S63 Uniform Securities Agent State Law Examination
  1994-01-19

Other Names

• Terri Jo Steele