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Featured Business Financial Advisor in Shawnee Mission, KS
Shawnee Mission Financial Advisors
Summit Pointe Financial Group.
10965 Granda Lane, Suite 106
Shawnee Mission, KS 66211
(888) 888-8213
Advisor Profile
Jay Steinbock
Name:  Jay Steinbock
Phone Number:  (888) 888-8213
Website:  Visit Website
Disclaimer
Securities offered through the O.N. Equity Sales Company. Member FINRA/SIPC. One Financial Way Cincinnati, OH 45242. 513.794.6794. Investment Advisory Services offered through O.N. Investment Management Services

About Summit Pointe Financial Group.

Having your financial house in order is one of the best gifts you can give your loved ones, and selecting a financial advisor is the first step. At Summit Pointe Financial Group we play a central role as your "retirement income specialists".Whether it is discusing a 401K rollover or estate planning we play a central role in addressing your needs and concerns, and can provide a lifetime of guidance as well. It is never to early or late to take control of your financial future, and there is no beter time than now to set an appointment with a financial advisor. We welcome the opportunity to explore your financial dreams with you.
 

General Information

Name of Broker/Dealer:    The O.N. Equity Sales Co.
I work with the following types of clients:    Individual Investors, Non-Profit Organizations
Number of Years with Current Firm:    3
States Licensed in:    CA, FL, KS, MO, OK, WA
Firm CRD#:    16164
CRD#:    1780145
Gender:    Male
Years of Experience in Financial Services:    32
 

Education

Academic Background
 
Degree in Business Administration -Washburn University (1986)
 

Services

I can meet clients in the following ways:    At your office, Via email, Via phone, At my office, At your home
Investment Types:    Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability
Securities Licenses:    Series 6, Series 7, Series 63, Series 65
Certifications, Accreditations & Designations:    Registered Financial Consultant (RFC)
 

Compliance

Investment Advisor Representative:    Yes
Registered Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    Fee-Based (Fee and Commissions)
Compensation Methods:    Based on Assets, Commissions
 
 
 

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