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Lydia Steinmann

Edward Jones

Monroe, WI

CRD 5833235

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2016-01-15
  • WI RA
    APPROVED
    Since 2016-01-15

Branch Locations

1007 16Th Ave, Monroe, WI 53566-1764 • 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
Edward Jones St Louis MO 08/2015 Present
Other Businesses

Counsel of Catholic Women (CCW) Argyle, WI Start date: 11/1/2009 Board Assistant Hours per week: 0 Hours during trading: 0 Volunteer position, compile data to prepare membership and activity reports under direction of the Board for the women's group of a very small parish. No meetings no compensation.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-16
  • S66 Uniform Combined State Law Examination
    2015-11-16
Other Names
  • Lydia Rubio
  • Lydia Martinez

View on SEC IAPD

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