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Veronica Steck

ADK WEALTH ADVISORY GROUP
Town And Country, MO 63017
Some features on this profile are disabled
CRD#: 5539949
VS

Professional summary

Veronica Steck, who also goes by Ronni Steck, Veronica Christine Steck, Veronica V Steck, is a registered financial advisor currently at ADK WEALTH ADVISORY GROUP located in Town And Country, Missouri and LPL FINANCIAL LLC located in Town And Country, Missouri.

Veronica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Veronica has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ronni Steck | Veronica Christine Steck | Veronica V Steck

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 Veronica Steck's CRS (Customer Relationship Summary).
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

January 20, 2017 - Present

ADK WEALTH ADVISORY GROUP

Office #1: 14500 S Outer Forty Suite 201a, Town And Country, MO 63017
RIA
CRD#: 175085
Town And Country, MO
Current

July 31, 2013 - Present

LPL FINANCIAL LLC

Office #1: 14500 South Outer 40 Ste 201a, Town And Country, MO 63017
RIA
BD
CRD#: 6413
Town And Country, MO
Past

August 5, 2013 - January 25, 2017

PRIVATE ADVISOR GROUP, LLC

RIA
CRD#: 155216
TOWN & COUNTRY, MO
Past

June 14, 2011 - August 1, 2013

NATIONAL PLANNING CORPORATION

RIA
CRD#: 29604
TOWN & COUNTRY, MO
Past

March 17, 2010 - August 1, 2013

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
TOWN & COUNTRY, MO

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".
AW
ADK WEALTH ADVISORY GROUP
ADK WEALTH ADVISORY GROUP | STECK WEALTH MANAGEMENT | KRAFT, DAVIS & ASSOCIATES, LLC | KRAFT, DAVIS & ASSOCIATES, INC. | INTEGRAL WEALTH | FINANCIAL PLANNING WORLD | ENDEAVOR WEALTH MANAGEMENT

CRD#: 175085 / SEC#: 801-99353

RIA
Registered Investment Advisory firm - (6/9/2015 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.
RR
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

RR
Alabama
(7/31/2013)
RR
Arizona
(7/31/2013)
RR
Arkansas
(7/31/2013)
RR
Colorado
(6/11/2014)
RR
Florida
(7/31/2013)
RR
Georgia
(8/24/2016)
RR
Illinois
(7/31/2013)
RR
Indiana
(8/2/2022)
RR
Kansas
(8/12/2014)
RR
Kentucky
(2/28/2023)
RR
Mississippi
(7/31/2013)
RR
Missouri
(7/31/2013)
IAR
Missouri
(1/24/2017)
RR
North Carolina
(8/14/2014)
RR
Ohio
(7/31/2013)
RR
Oklahoma
(7/31/2013)
RR
Texas
(7/31/2013)
IAR
Texas
(1/20/2017)
RR
Washington
(5/8/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/4/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/16/2010
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/3/2012
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AW
ADK WEALTH ADVISORY GROUP
ADK WEALTH ADVISORY GROUP | STECK WEALTH MANAGEMENT | KRAFT, DAVIS & ASSOCIATES, LLC | KRAFT, DAVIS & ASSOCIATES, INC. | INTEGRAL WEALTH | FINANCIAL PLANNING WORLD | ENDEAVOR WEALTH MANAGEMENT

CRD#: 175085 / SEC#: 801-99353

RIA
Registered Investment Advisory firm - (6/9/2015 Approved)
PREMIUM
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Contact information

Main Address
12935 North Outer Forty Road Suite 101, St. Louis, MO 63141
Mailing Address
Phone number
(314) 878-1489
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (23 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADK WEALTH ADVISORY GROUP - WRAP FEE BROCHURE (3/24/2025)
ADK WEALTH ADVISORY GROUP - FORM ADV PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts2,106
AUM (Assets Under Management)$ 685,673,033

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.

Company Information

ADK WEALTH ADVISORY GROUP

CRD#: 175085Town And Country, MO 63017

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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