Featured Business Financial Advisor in Shawnee Mission, KS
Shawnee Mission Financial Advisors
Summit Pointe Financial Group.
10965 Granda Lane, Suite 106
Shawnee Mission, KS 66211
(888) 888-8213
Advisor Profile
Jay Steinbock
Name:  Jay Steinbock
Phone Number:  (888) 888-8213
Website:  Visit Website
Disclaimer
Securities offered through the O.N. Equity Sales Company. Member FINRA/SIPC. One Financial Way Cincinnati, OH 45242. 513.794.6794. Investment Advisory Services offered through O.N. Investment Management Services

About Summit Pointe Financial Group.

Having your financial house in order is one of the best gifts you can give your loved ones, and selecting a financial advisor is the first step. At Summit Pointe Financial Group we play a central role as your "retirement income specialists".Whether it is discusing a 401K rollover or estate planning we play a central role in addressing your needs and concerns, and can provide a lifetime of guidance as well. It is never to early or late to take control of your financial future, and there is no beter time than now to set an appointment with a financial advisor. We welcome the opportunity to explore your financial dreams with you.
 

General Information

Gender:    Male
CRD#:    1780145
Firm CRD#:    16164
Name of Broker/Dealer:    The O.N. Equity Sales Co.
States Licensed in:    CA, FL, KS, MO, OK, WA
States Willing to do Business in:   
Years of Experience in Financial Services:    32
Number of Years with Current Firm:    3
I work with the following types of clients:    Non-Profit Organizations, Individual Investors
 

Education

Academic Background
 
Degree in Business Administration -Washburn University (1986)
 

Services

Investment Types:    Insurance, Commodities, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Stocks, Bonds, Annuities, Options & Futures
I can meet clients in the following ways:    At your office, Via email, At my office, At your home, Via phone
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Registered Financial Consultant (RFC)
Securities Licenses:    Series 6, Series 7, Series 63, Series 65
Insurance and Annuity Licenses:    Life, Disability, Variable Life, Annuity, Long Term Care, Variable Annuity
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Compensation Methods:    Commissions, Based on Assets
 
 
 
Prepared By: Jay Steinbock
 
 
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