Steven Kirk Lauterbach

Employer firm

Oppenheimer & Co. Inc. CRD 249

$36.7B regulatory AUM

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

• 01/2003 → Present
  Fahnestock & Co. Inc.
  New York, NY

Previous Registrations

• 2000-01-01 → 2003-01-03
  Cibc World Markets Corp.
  Dallas, TX

Other Businesses

1.CO-TRUSTEE OF THE KRISTINA REINERTSEN-FOREHAND / 1999 TRUST DATED 12/22/1999 2.K&J COTTAGE LLC-IT (THE LLC) WAS CREATED TO HOLD A SECOND HOME THAT I OWN IN BURNSVILLE, NC. I DO NOT USE THIS PROPERTY AS A RENTAL INVESTMENT. IT IS SIMPLY A SECOND HOME THAT I OWN AND WILL SPEND A COUPLE MONTHS OVER THE COURSE OF A YEAR STAYING THERE.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-12-14
• S63 Uniform Securities Agent State Law Examination
  1986-11-25

Other Names

• Steven Kirk Lauterback
• Kirk Lauterbach