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James Allen Steinke

Colorado Financial Service Corp.

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About James Allen Steinke

James Allen Steinke is a financial advisor with Colorado Financial Service Corp. in Centennial, Colorado. James has been in the financial services industry since August 24, 2004. He is registered with the state of Colorado and holds the Series 79 and SIE exams. James has been with Colorado Financial Service Corp. since July 16, 2015. James specializes in providing financial planning services for individuals and selection of other advisors.

Firm Information

James Steinke is currently registered with Colorado Financial Service Corp.. Colorado Financial Service Corp. is a Corporation that was formed on June 13, 2000 and is approved to operate in 53 states and the District of Columbia. The firm has 41 registered representatives, 22 investment adviser representatives, and 20 licensed agents. The firm manages approximately $44,055,697 in discretionary assets for 157 clients. Colorado Financial Service Corp. provides financial planning, portfolio management for individuals, and selection of other advisers.

$44.06M

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Steinke’s Registration & Firm History

CO

07/16/2015 - Present

Colorado Financial Service Corp. (CENTENNIAL CO)

NY

12/11/1980 - 10/31/1991

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/2015

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Allen Steinke.
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