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Katherine Elizabeth Steifle

First Command Advisory Services

Greenville, SC

Fort Worth, TX

Anderson, SC

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Current Employers
First Command Advisory Services

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-06-27
  • SC RA
    APPROVED
    Since 2024-06-27

Branch Locations

33 Market Point Dr, Greenville, SC 29607 • United States

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

Anderson, SC • 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
Ron Haskell Insurance Agency Anderson SC 08/2017 06/2024
Unemployed Anderson SC 09/2011 08/2017
State Farm Vp Management Corp Anderson SC 09/2022 06/2024
First Command Brokerage Services Fort Worth TX 06/2024 06/2024
First Command Brokerage Services Fort Worth TX 06/2024 Present
First Command Advisory Services Fort Worth TX 06/2024 Present
First Command Insurance Services Fort Worth TX 06/2024 Present
  • 08/2017 → 06/2024
    Ron Haskell Insurance Agency
    Anderson, SC
  • 09/2011 → 08/2017
    Unemployed
    Anderson, SC
  • 09/2022 → 06/2024
    State Farm Vp Management Corp
    Anderson, SC
  • 06/2024 → 06/2024
    First Command Brokerage Services
    Fort Worth, TX
  • 06/2024 → Present
    First Command Brokerage Services
    Fort Worth, TX
  • 06/2024 → Present
    First Command Advisory Services
    Fort Worth, TX
  • 06/2024 → Present
    First Command Insurance Services
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-24
S63 Uniform Securities Agent State Law Examination 2023-02-21
  • S65 Uniform Investment Adviser Law Examination
    2024-04-24
  • S63 Uniform Securities Agent State Law Examination
    2023-02-21
Other Names
  • Katherine Elizabeth Haskell

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
GOEPPER BURKHARDT LLC
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT
FIFTH THIRD SECURITIES, INC.

Other Investors

Benjamin Kenneth Clauss
Carter Wyatt McCrary
Joy Faith Jennings
TIMOTHY SHALER SMITH
Bradley James LaRue
John Landis
William Douglas Ellison
KENNETH E HICKS

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · GREENVILLE, SC
FORTIS CAPITAL ADVISORS, LLC · Greenville, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENVILLE, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
AMERIPRISE FINANCIAL SERVICES, LLC · Greenville, SC
GOEPPER BURKHARDT LLC · GREENVILLE, SC
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT · GREENVILLE, SC

More in Greenville, SC

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