Veronica Steck
Veronica Steck is a registered investment advisor at Adk Wealth Advisory Group, based in St. Louis, MO, with 16 years of industry experience. Veronica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,190 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ADK Wealth Advisory Group charges a percentage of your portfolio each year, up to a maximum of 2.5%. The exact fee is agreed upon in a written agreement. Clients can choose to have ADK make trades for them (discretionary) or approve each trade beforehand (non-discretionary). If you don't participate in a wrap fee program, you'll also pay transaction charges to LPL Financial for each trade. The fees are negotiable.
Location
12935 North Outer Forty Road, Suite 101, St. Louis, MO, 63141
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Regulatory History
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
Veronica has several business activities, including Steck Wealth Management (DBA for LPL business), St. Nick's Publishing Co, Heartfelt Family Traditions, Heartfelt Letters from Santa, and Kraft, Davis & Associates, LLC. She also works as an insurance agent for life insurance, long-term care insurance, accident & health, dedicating minimal time to this activity.
Employment History
Current Registrations
Adk Wealth Advisory Group
LPL Financial LLCBroker
Previous Registrations
Private Advisor Group, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations17 states
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.