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Dustin Cane Stiefel

STEWARD FINANCIAL GROUP, LLC·COLLEYVILLE, Texas
Clean recordSTEWARD 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Dustin Cane Stiefel is a registered financial advisor based in COLLEYVILLE, Texas, affiliated with STEWARD FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STEWARD FINANCIAL GROUP, LLC
STEWARD WEALTH MANAGEMENT
AUM
$531M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at STEWARD FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2932117
Firm CRD# 143513
View on FINRA BrokerCheck →

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05

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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Other Advisors at STEWARD FINANCIAL GROUP, LLC

Kimberly Hawkins
COLLEYVILLE, TX
Wendy Jo Stiefel
COLLEYVILLE, TX
Joseph Doyle Mcintosh
COLLEYVILLE, TX
Vincent Edward Hawkins
COLLEYVILLE, TX

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