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Susan Lynn Steiner

ECOFIN ADVISORS, LLC·OVERLAND PARK, Kansas
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6363 COLLEGE BOULEVARD, OVERLAND PARK, KS 66211-1938CRD# 1760780Firm CRD# 309902
01

About

Susan Lynn Steiner is a registered financial advisor based in OVERLAND PARK, Kansas, affiliated with ECOFIN ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
ECOFIN ADVISORS, LLC
ECOFIN ADVISORS, LLC
AUM
$601M
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at ECOFIN ADVISORS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1760780
Firm CRD# 309902
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Lynn Steiner offer?
Susan Lynn Steiner specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are Susan Lynn Steiner's credentials?
Susan Lynn Steiner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Lynn Steiner located?
Susan Lynn Steiner is based in OVERLAND PARK, Kansas, working with ECOFIN ADVISORS, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does Susan Lynn Steiner charge for services?
Susan Lynn Steiner's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ECOFIN ADVISORS, LLC?
ECOFIN ADVISORS, LLC has approximately 24 employees and manages $601M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Kansas
LEAWOOD (177)WICHITA (66)TOPEKA (38)LENEXA (30)LAWRENCE (30)
City Guides
LEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
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