Allison Ver Steegt

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2017 → Present
  Edward Jones
  St Louis, MO
• 02/2014 → 12/2016
  Grinnell Mutual Reinsurance Company
  Grinnell, IA
• 10/2016 → 12/2017
  Doterra
  Pleasant Grove, UT

Exams

• S66 Uniform Combined State Law Examination
  2017-02-27

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Allison Marie Smith
• Allison Marie Ver Steegt