linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Katherine Elizabeth Steifle

First Command Advisory Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Katherine? Claim Your Profile

About Katherine Elizabeth Steifle

Katherine Elizabeth Steifle is a financial advisor who has been active in the financial industry since 2022. Katherine is registered with the State of South Carolina as a Registered Representative and Investment Advisor Representative. Katherine has a series 63 and series 65 license as well as the Series 6TO and SIE licenses. Previously, Katherine was employed by State Farm VP Management Corp. Katherine is currently employed by First Command Advisory Services, a firm with over $10 Billion in assets under management.

Firm Information

Katherine Steifle is currently registered with First Command Advisory Services. First Command Advisory Services is a financial advisory firm headquartered in Fort Worth, Texas. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. First Command has over $22 billion in assets under management and employs over 1,200 licensed agents. The firm offers wrap fee programs and participates in various financial services industries.
First Command Advisory Services

1 FIRSTCOMM PLAZA

FORT WORTH, TX 76109

$22.09B

Assets Under Management

1,100

Total Clients

884

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.

check

financial planning services

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Katherine Steifle’s Registration & Firm History

SC

06/27/2024 - Present

First Command Advisory Services (Anderson SC)

IL

10/31/2022 - 06/03/2024

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

Not sure if Katherine Elizabeth Steifle is right for you?

Licenses & Designations

IA

Issued 04/24/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/21/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/29/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/18/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katherine Elizabeth Steifle.
Not sure if Katherine Elizabeth Steifle is right for you?