Michael Andrew Steffen

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

• 10/2023 → Present
  Edward Jones
  St Louis, MO
• 01/2023 → 10/2023
  Amazon, Inc
  Liberty, MO
• 06/2016 → 10/2023
  Palen Music Center, Inc
  Liberty, MO

Other Businesses

Palen Music Center, Inc. Type of business: Music Store Liberty, MO Start date: 7/1/2011 Saxophone Lessons Teacher Hours per week: 8 Hours during trading: 0 I teach fifteen saxophone students each week (30 min per lesson). ***** Palen Music Center, Inc. Type of business: Music Store Liberty, MO Start date: 7/1/2011 Saxophone Lessons Teacher Hours per week: 7 Hours during trading: 0 Desc: I teach 12-15 saxophone students each week (30 min per lesson). This is something I have done for Palen since 2011, and something I started doing in 2000. It is a passion of mine to help young musicians grow. ***** "Amazon Type: Warehouse Date: 09/25/24 Title: Associate Trad Hrs: 0 Tot Hrs: 16 Desc: Unloading and loading trucks in a warehouse. City-State: Liberty MO"

Exams

• S66 Uniform Combined State Law Examination
  2023-12-11

Other Names

• Mike Steffen