Kimberly Lynn Steinbrenner

Employer firm

Saxony Capital Management, LLC CRD 122692

$368M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 07/2009 → 02/2019
  Saxony Securities
  St. Louis, MO
• 12/2014 → 07/2026
  Steinbrenner Financial Group
  Wauwatosa, WI
• 02/2019 → 07/2026
  Lasalle St Securities Llc
  Elmhurst, IL
• 02/2019 → 07/2026
  Lasalle St Investment Advisors
  Elmhurst, IL
• 07/2026 → Present
  Saxony Securities, Inc
  St. Louis, MO
• 07/2026 → Present
  Saxony Capital Management, Llc
  St. Louis, MO

Previous Registrations

• 2019-02-01 → 2026-07-07
  Lasalle St. Investment Advisors, L.L.C.
  Wauwatosa, WI
  Elmhurst, IL
  Wauwatosa, WI
• 2011-10-17 → 2019-02-27
  Saxony Capital Management, Llc
  Milwaukee, WI
  Saint Louis, MO

Other Businesses

1) Golden Advising Partners; DBA for Investment-Related Activity 2) Rental Property; Non Investment-Related; Started 10/24/2014; Owner; Vacation rental property; 2 hours per month, 0 hours during trading 3) Various Insurance Companies; Non Investment-Related; Started 9/30/2009; Insurance agent; Sells non-variable insurance products through various companies; 1 hour per month, 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2009-08-10

Other Names

• Kimberly Lynn Davis
• Kimberly Lynn Beckley