Reed A. Steinmann

PENTEGRA INVESTORS

Elgin, IL

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CRD#: 4970643

Professional summary

Reed Allen Steinmann is a registered financial advisor currently at PENTEGRA INVESTORS, INC. located in Elgin, Illinois and PENTEGRA DISTRIBUTORS INC. located in White Plains, New York.

Reed is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Reed has worked at 7 firms and has passed the Series 66, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reed Allen Steinmann's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 25, 2025 - Present

PENTEGRA INVESTORS, INC.

RIA

CRD#: 111503

Elgin, IL

Current

April 29, 2025 - Present

PENTEGRA DISTRIBUTORS INC.

Office #1: 701 Westchester Avenue Suite 320e, White Plains, NY 10604

CRD#: 26249

WHITE PLAINS, NY

Past

August 21, 2015 - July 18, 2024

ALLSPRING FUNDS MANAGEMENT, LLC

RIA

CRD#: 110841

Elgin, IL

Past

August 21, 2015 - July 18, 2024

ALLSPRING FUNDS DISTRIBUTOR, LLC

CRD#: 133366

CHARLOTTE, NC

Past

January 23, 2013 - August 18, 2015

OSAIC FA, INC.

RIA

CRD#: 3978

ELGIN, IL

Past

January 23, 2013 - August 18, 2015

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

December 4, 2007 - August 22, 2012

DWS DISTRIBUTORS, INC.

CRD#: 37306

CHICAGO, IL

Past

April 24, 2006 - November 1, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

LOMBARD, IL

Past

February 6, 2006 - November 1, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

LOMBARD, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PENTEGRA INVESTORS, INC.

PENTEGRA INVESTORS, INC. | RETIREMENT SYSTEM INVESTORS INC

CRD#: 111503 / SEC#: 801-36893

RIA

Registered Investment Advisory firm - (8/1/1990 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Connecticut
(11/25/2025)

New York
(4/29/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/22/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 5/27/2008

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 2/4/2006

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

PENTEGRA INVESTORS, INC.

PENTEGRA INVESTORS, INC. | RETIREMENT SYSTEM INVESTORS INC

CRD#: 111503 / SEC#: 801-36893

RIA

Registered Investment Advisory firm - (8/1/1990 Approved)

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Contact information

Main Address

701 Westchester Avenue Suite 320e, White Plains, NY 10604-3805

Mailing Address

Phone number

(914) 694-1300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

PENTEGRA INVESTORS, INC. - INSTITUTIONAL SERVICES (3/25/2025)

Regulatory assets under management

Total Number of Accounts	272
AUM (Assets Under Management)	$ 5,507,349,576

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Reed A. Steinmann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reed Allen Steinmann's CRS (Customer Relationship Summary).

Certified licenses

Experience

PENTEGRA DISTRIBUTORS INC.

ALLSPRING FUNDS MANAGEMENT, LLC

ALLSPRING FUNDS DISTRIBUTOR, LLC

OSAIC FA, INC.

OSAIC FA, INC.

DWS DISTRIBUTORS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

PENTEGRA INVESTORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/22/2006

SIE

Date: 10/1/2018

Series 3

Date: 5/27/2008

Series 7

Date: 2/4/2006

FINRA

Current Firm

PENTEGRA INVESTORS, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PENTEGRA INVESTORS, INC.

TRUST BUT VERIFY

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