Matthew Ernest Steffensmeier

Employer firm

Coppell Advisory Solutions LLC CRD 156549

$1.10B regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 05/2026 → Present
  Coppell Advisor Solutions Llc
  Coppell, TX
• 08/2024 → 05/2026
  Stephens Planning
  Alton, IL
• 05/2023 → 08/2023
  Dupont
  Fort Madison, IA
• 05/2024 → 08/2024
  Vantage Point Financial
  Chesterfield, MO
• 05/2022 → 08/2022
  Dupont
  Fort Madison, IA
• 04/2016 → 04/2022
  Unemployed
  West Point, IA
• 09/2023 → 04/2024
  Unemployed
  Fort Madison, IA
• 08/2022 → 05/2023
  Unemployed
  Fort Madison, IA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-08