Darlene Steffen
Darlene Steffen is a CFP, PFS-designated registered investment advisor at Life Planning Solutions, LLC, based in Moline, IL, with 14 years of industry experience. Darlene 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, Investment Management, and 3 more. Their firm serves 24 clients with $17M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.50% |
Fees may be negotiable under some circumstances. Minimum annual fee for Comprehensive Financial Planning Agreement is $2,500.
Fee Estimator
Contact
Darlene Steffen
Location
Moline, IL
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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
Darlene is the 100% owner of Life Plan Solutions, LLC, a fee-only registered investment advisory firm founded in 2006. The firm offers financial planning services, including investment and insurance advice, and requires about 10-20% of Darlene's time.
Employment History
Current Registrations
Life Planning Solutions, LLC
Previous Registrations
Quad City Investment Advisors, LLC
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.
Exams
Additional Information
30 years experience in Agribusiness with financial and business management