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Daniel Mark Ellefson

STIEVEN CAPITAL ADVISORS, L.P.·ST. LOUIS, Missouri
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12412 POWERSCOURT DRIVE, ST. LOUIS, MO 63131CRD# 1372807Firm CRD# 136106
01

About

Daniel Mark Ellefson is a registered financial advisor based in ST. LOUIS, Missouri, affiliated with STIEVEN CAPITAL ADVISORS, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
STIEVEN CAPITAL ADVISORS, L.P.
STIEVEN CAPITAL ADVISORS, L.P.
AUM
$565M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at STIEVEN CAPITAL ADVISORS, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1372807
Firm CRD# 136106
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Mark Ellefson offer?
Daniel Mark Ellefson specializes in Retirement Planning. Contact their office in ST. LOUIS, Missouri for a consultation.
What are Daniel Mark Ellefson's credentials?
Daniel Mark Ellefson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Mark Ellefson located?
Daniel Mark Ellefson is based in ST. LOUIS, Missouri, working with STIEVEN CAPITAL ADVISORS, L.P.. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.
How does Daniel Mark Ellefson charge for services?
Daniel Mark Ellefson'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 STIEVEN CAPITAL ADVISORS, L.P.?
STIEVEN CAPITAL ADVISORS, L.P. has approximately 8 employees and manages $565M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Missouri
KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)
City Guides
KANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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