Andrew Kurt Steinmetz
Investment adviser representative at Trinity Strategic Wealth
11 yearsExperience
1 stateRegistered in
CFADesignation
$1.5BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Trinity Strategic WealthOct 2025 to now
- Cabot Lodge Securities LLCOct 2025 to now
- Tulsa Wealth AdvisorsOct 2015 to now
- Raymond James Financial Services Advisors Inc.Apr 2016 to Oct 2025
- Raymond James Financial ServicesJan 2016 to Oct 2025
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (OK).
Trinity Strategic Wealth
Legal name: Tulsa Wealth Advisors, Inc.
$1.5BAssets managed
1,763Clients
17Advisers
1 yearIn 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
- 6576691
- Firm CRD
- 337956