Barton Steindler is a registered investment advisor, based in Grand Rapids, MI, with 17 years of industry experience.
Location
32 Market Ave, Suite 310, Grand Rapids, MI, 49503
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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 ActivitiesSells Insurance
Barton is an advisory representative of a RIA, spends minimal time as an independent insurance agent, and is an IAR as a 1099 contractor. He also serves as a board trustee for Temple B'nai Israel.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
July 2021 - Present · 5 yrs
Cambridge Investment Research Advisors, INC.
July 2021 - Present · 5 yrs
Previous Registrations
Securities America Advisors, INC.
May 2016 - August 2021 · 5 yrs 3 mos
Securities America, INC.Broker
May 2016 - August 2021 · 5 yrs 3 mos
First Allied Advisory Services, INC.
March 2014 - May 2016 · 2 yrs 2 mos
First Allied Securities, INC.Broker
March 2014 - May 2016 · 2 yrs 2 mos
Regal Investment Advisors LLC
March 2013 - March 2014 · 1 yr
American Portfolios Financial Services, INC.Broker
March 2013 - March 2014 · 1 yr
Northwestern Mutual Investment Services,llc
January 2010 - March 2013 · 3 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
April 2008 - March 2013 · 4 yrs 11 mos
State Registrations8 states
AZFLILMINENJSCTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.