Jennifer Lynn Steliga
JS
CFP
Jennifer Lynn Steliga
JS
CFP

Jennifer Steliga

3 Years of Experience
Omaha, NE

Jennifer Steliga is a CFP-designated registered investment advisor at Find Your Fi, based in Omaha, NE, with 3 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Find Your FI offers structured financial planning programs billed through quarterly installments:

  • Foundations Initial Financial Strategy Design — A 12-month program costing $8,500 total, which includes a non-refundable $1,000 setup fee due at the first meeting followed by four quarterly payments of $1,875.
  • Follow-On Years — Continuing annual support for clients who have completed the initial program, costing $5,500 per year billed in four quarterly installments of $1,375. Clients who re-enroll 12 months or more after ending a previous engagement incur an additional $1,000 setup fee, bringing that year's total to $6,500.
  • Educational seminars and speaking engagements — $500 to $5,000 per seminar depending on preparation time, research required, content, and attendance size.
Annual Retainer:$5,500 - $8,500/year
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Jennifer Lynn Steliga
JS
Jennifer Steliga

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History

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.

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Employment History
Current Registrations
Find Your Fi
October 2022 - Present · 4 yrs
State Registrations3 states
CANETX
Advisor

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
No exam information available for this advisor.
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Jennifer Lynn Steliga
JS
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Jennifer Steliga
Jennifer Steliga - Financial Advisor | TrueAdvisor