← Tributary

STEFFES FINANCIAL, LTD

OVERLAND PARK, KS · CRD 134530 · IAPD ↗ · steffesfinancial.com · 913-722-1111

$611.5MRegulatory AUM
3Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
February 2025 — STEFFES FINANCIAL, LTD crossed $500M in regulatory AUM ($495.2M -> $537.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
61
April 2024 — STEFFES FINANCIAL, LTD reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.