Allison Ver Steegt

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Current Employers

Edward Jones

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-01-11
IA	RA	APPROVED	2017-04-28

TX RA
APPROVED

Since 2019-01-11
IA RA
APPROVED

Since 2017-04-28

Branch Locations

215 Nw 18Th St Ste 103, Ankeny, IA 50023 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	01/2017	Present
Grinnell Mutual Reinsurance Company	Grinnell	IA	02/2014	12/2016
Doterra	Pleasant Grove	UT	10/2016	12/2017

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

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-02-27

S66 Uniform Combined State Law Examination

2017-02-27

Designations

Other Names

Allison Marie Smith
Allison Marie Ver Steegt

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC

CUSTOM WEALTH PLANNERS

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

EAGLE STRATEGIES LLC

LPL ENTERPRISE, LLC

LSB WEALTH MANAGEMENT

J.P. MORGAN SECURITIES LLC

CETERA INVESTMENT ADVISERS LLC

Other Investors

MARK WILLIAM MCLAUGHLIN

Travis Frederick Allen

Kent Alan Patterson

DANA JOSEPH KIENE

Chase Robert Netusil

CLAYTON JOHN NETUSIL

Other Offices

LPL FINANCIAL LLC · ANKENY, IA

CUSTOM WEALTH PLANNERS · ANKENY, IA

EDWARD JONES · ANKENY, IA

LPL FINANCIAL LLC · ANKENY, IA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Ankeny, IA

EAGLE STRATEGIES LLC · ANKENY, IA

EDWARD JONES · Ankeny, IA

LPL ENTERPRISE, LLC · ANKENY, IA

More in Ankeny, IA

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