Michael Steffen
Michael Steffen is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mitchell, SD, with 15 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
Firm Size
IM Fee
Assets Under Management
Location
719 N Main Street, Mitchell, SD, 57301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael owns farm ground and rents it to family, dedicating minimal time to this activity. He also works as a financial advisor at CorTrust Bank and CorTrust Wealth Management, dedicating about half of his time to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations10 states
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