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About STEENLAND INVESTMENT STRATEGIES, LLC
STEENLAND INVESTMENT STRATEGIES, LLC is a well-established financial advisory firm that offers comprehensive investment strategies to its clients. With years of experience and a team of expert advisors, STEENLAND INVESTMENT STRATEGIES, LLC provides personalized financial advice to individuals and businesses alike.
How does the advisor help clients – Key Takeaways:
- Develops customized investment plans based on clients’ financial goals and risk tolerance.
- Regularly reviews and adjusts investment portfolios to ensure they remain aligned with clients’ objectives.
- Provides guidance and education on various financial products, services, and market trends.
- Offers ongoing support and communication to clients to help them stay on track towards their financial goals.
Facts and Insights
Here are some key facts and insights about STEENLAND INVESTMENT STRATEGIES, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 10 | 15 years |
Financial Services Offered
STEENLAND INVESTMENT STRATEGIES, LLC offers a range of financial services to help clients achieve their financial goals. These include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance solutions
Client Types
STEENLAND INVESTMENT STRATEGIES, LLC works with a diverse range of clients, including:
- Individuals
- Families
- Businesses
- Non-profit organizations
Fees & Compensation
STEENLAND INVESTMENT STRATEGIES, LLC operates on a fee-based structure, meaning it charges a percentage of assets under management as its compensation. This ensures that the firm’s interests are aligned with its clients’ interests, as it only makes money when its clients’ investments perform well.
Background
STEENLAND INVESTMENT STRATEGIES, LLC was founded by John Steenland, a financial expert with over 20 years of experience in the industry. He has built a team of highly qualified advisors who bring a wealth of knowledge and expertise to the firm. Together, they are committed to helping clients achieve their financial goals and secure their financial future.
Financial Advisor Disclosures to Know
Here are a few important disclosures to be aware of when working with STEENLAND INVESTMENT STRATEGIES, LLC:
- The firm’s advisors may receive commissions from insurance or investment products sold to clients.
- Advisors may have relationships with outside firms or broker-dealers, which could present potential conflicts of interest.
- STEENLAND INVESTMENT STRATEGIES, LLC and its advisors are legally required to act in a fiduciary capacity, meaning they must prioritize clients’ interests above their own.