Laura Michelle Steinbeck
Investment adviser representative at Kestra Advisory Services, LLC
15 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$79.8BFirm assets
Are you Laura Michelle Steinbeck? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Kestra Advisory Services, LLCJun 2020 to now
- Kestra Investment Services, LLCJun 2020 to now
- Minnesota Life Insurance Co.Mar 2011 to Jul 2020
- Securian Financial ServicesMar 2011 to Jul 2020
- Sgc FinancialMar 2011 to Jul 2020
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4468338
- Firm CRD
- 283330