Unclaimed Profile

Dustin Cane Stiefel

STEWARD FINANCIAL GROUP, LLC·COLLEYVILLE, Texas

Series 6, Series 7, Series 63Clean record28 years registeredSTEWARD FINANCIAL GROUP, LLC

26 MAIN STREEET, COLLEYVILLE, TX 76034CRD# 2932117Firm CRD# 143513

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dustin Cane Stiefel · COLLEYVILLE, TX

Registration

CRD #2932117 · STEWARD FINANCIAL GROUP, LLC · 28 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Aug 2023 – present

STEWARD WEALTH MANAGEMENT

Apr 2007 – Oct 2023

COLLEYVILLE, TX

LINSCO/PRIVATE LEDGER CORP.

Jan 2006 – Apr 2007

GRAPEVINE, TX

JEFFERSON PILOT SECURITIES CORP

Dec 2005 – Dec 2005

COLLEYVILLE, TX

ADVANCED PLANNING, INC.

Aug 2003 – Apr 2007

GRAPEVINE, TX

ADVANCED PLANNING, INC.

Jun 2001 – Dec 2002

BEDFORD, TX

INDEPENDENT ADVISERS GROUP CORP

Jul 2000 – Jan 2006

GRAPEVINE, TX

JEFFERSON PILOT SECURITIES CORP

Dec 1997 – Dec 2005

GRAPEVINE, TX

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Registration record

First registered · December 3, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STEWARD FINANCIAL GROUP, LLC

CRD 143513 · SEC 801-68837

AUM

$531M

Regulatory assets under management

Employees

337 client accounts

Services offered by STEWARD FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STEWARD FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Dustin Cane Stiefel offer?

Dustin Cane Stiefel specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in COLLEYVILLE, Texas for a consultation.

What are Dustin Cane Stiefel's credentials?

Dustin Cane Stiefel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dustin Cane Stiefel located?

Dustin Cane Stiefel is based in COLLEYVILLE, Texas, working with STEWARD FINANCIAL GROUP, LLC. Their office serves clients in the COLLEYVILLE metropolitan area and surrounding communities.

How does Dustin Cane Stiefel charge for services?

Dustin Cane Stiefel's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STEWARD FINANCIAL GROUP, LLC?

STEWARD FINANCIAL GROUP, LLC has approximately 7 employees and manages $531M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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