Best Investors Account Sign in
Inactive

Matthew Ernest Steffensmeier

Coppell Advisory Solutions LLC

Alton, IL

Dallas, TX

Claim This Profile
Current Employers
Coppell Advisory Solutions Llc

9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-05-29
  • IL RA
    APPROVED
    Since 2026-05-29

Branch Locations

620 E Broadway, Alton, IL 62002 • United States

9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • 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
Coppell Advisor Solutions Llc Coppell TX 05/2026 Present
Stephens Planning Alton IL 08/2024 05/2026
Dupont Fort Madison IA 05/2023 08/2023
Vantage Point Financial Chesterfield MO 05/2024 08/2024
Dupont Fort Madison IA 05/2022 08/2022
Unemployed West Point IA 04/2016 04/2022
Unemployed Fort Madison IA 09/2023 04/2024
Unemployed Fort Madison IA 08/2022 05/2023
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-08
  • S65 Uniform Investment Adviser Law Examination
    2025-08-08

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
FINANCIAL PLANNING ADVISORS, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
U.S. BANCORP ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS, LLC

Other Investors

STEPHEN STRINNI
ALFRED JEFFREY HICKS
Timothy Aaron Epps
DWIGHT DAVID TUNGETT
CODY R HERRING
PATRICK R LOECHL
TIMOTHY ALAN BRUEGGEMAN
ROBERT THOMAS STEGEMEIER

Other Offices

CETERA INVESTMENT ADVISERS LLC · ALTON, IL
FINANCIAL PLANNING ADVISORS, INC. · ALTON, IL
EDWARD JONES · ALTON, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Alton, IL
WELLS FARGO CLEARING SERVICES, LLC · ALTON, IL
THRIVENT INVESTMENT MANAGEMENT INC. · Alton, IL
U.S. BANCORP ADVISORS, LLC · Alton, IL
EDWARD JONES · ALTON, IL

More in Alton, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor