Steven Jeffrey Sipniewski
Investment adviser representative at Westminster Financial Advisory Corp
13 yearsExperience
8 statesRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Westminster Financial Advisory CorpNov 2013 to now
- Westminster Financial SecuritiesNov 2013 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 8 states (AL, FL, IL, MD, NJ, OH, PA, WA).
Westminster Financial Advisory Corp
$1.4BAssets managed
2,029Clients
35Advisers
39 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
- 6101758
- Firm CRD
- 110283