ES
ES

Elizabeth Stieneke

22 Years of Experience
Omaha, NE
Broker

Elizabeth Stieneke is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Omaha, NE, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

14010 FNB Pkwy, Suite 420, Omaha, NE, 68154

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Elizabeth works as a branch manager at an OSJ for First Investments and Planning, dedicating about half of her time. She also works as a branch manager at an OSJ for First National Bank of Omaha, dedicating about a quarter to half of her time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2022 - Present · 3 yrs 9 mos
Raymond James Financial Services, INC.Broker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Cwm, LLC
April 2021 - December 2021 · 8 mos
Cetera Advisor Networks LLCBroker
April 2021 - December 2021 · 8 mos
Bancwest Investment Services, INC. (bwis)
September 2013 - December 2020 · 7 yrs 3 mos
Bancwest Investment Services, INC.Broker
March 2012 - December 2020 · 8 yrs 9 mos
TD Ameritrade, INC.Broker
December 2011 - March 2012 · 3 mos
TD Ameritrade Clearing, INC.Broker
February 2008 - March 2012 · 4 yrs 1 mo
TD Ameritrade, INC.Broker
March 2007 - February 2008 · 11 mos
Legent ClearingBroker
October 2002 - November 2006 · 4 yrs 1 mo
Kirkpatrick, Pettis, Smith, Polian INC.Broker
July 2002 - October 2002 · 3 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Elizabeth Stieneke - Financial Advisor | TrueAdvisor