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Wendy Jo Stiefel

STEWARD FINANCIAL GROUP, LLC·COLLEYVILLE, Texas
Unclaimed Profile
26 MAIN STREEET, COLLEYVILLE, TX 76034CRD# 5976386Firm CRD# 143513
01

About

Wendy Jo 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
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# 5976386
Firm CRD# 143513
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Wendy Jo Stiefel offer?
Wendy Jo Stiefel specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in COLLEYVILLE, Texas for a consultation.
What are Wendy Jo Stiefel's credentials?
Wendy Jo Stiefel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wendy Jo Stiefel located?
Wendy Jo 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 Wendy Jo Stiefel charge for services?
Wendy Jo 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 in COLLEYVILLE
Vincent Edward Hawkins — STEWARD FINANCIAL GROUP, LLCDustin Cane Stiefel — STEWARD FINANCIAL GROUP, LLCKimberly Hawkins — STEWARD FINANCIAL GROUP, LLCGregory Lynn Hutto — HUTTO RETIREMENT ADVISORS, LLCJoseph Doyle Mcintosh — STEWARD FINANCIAL GROUP, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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