Christopher Stakley
Christopher Stakley is a CFP-designated registered investment advisor at Steffes Financial, LTD, based in Overland Park, KS, with 16 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 265 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.40% |
Minimum household portfolio size of $500,000 and a minimum annual fee of $5,000. Fees are negotiable.
Fee Estimator
Location
8655 College Blvd, Suite 101, Overland Park, KS, 66210
Get directionsHistory
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
Christopher is an independent insurance agent for various insurance companies.
Employment History
Current Registrations
Steffes Financial, LTD
Previous Registrations
Cambridge Investment Research, INC.Broker
First National Capital Markets, INC.
First National Capital MarketsBroker
Primevest Financial Services, INC.Broker
New England SecuritiesBroker
State Registrations1 state
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.