AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JS

Justin R. Steitz

LODAS SECURITIES
Overland Park, KS 66212
Some features on this profile are disabled
CRD#: 5789797
JS

Professional summary

Justin Robert Steitz is a registered financial professional currently at LODAS SECURITIES, LLC located in Overland Park, Kansas.

Justin is registered as a RR (Registered Representative) and started their career in finance in 2010. Justin has worked at 5 firms and has passed the Series 66, Series 52TO, Series 99TO, SIE, Series 14, Series 28, Series 53 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
CommunityAmerica CUSO One, LLC; Chief Administrative Officer 9777 Ridge Drive, Lenexa, KS 66219 Parent company of CommunityAmerica Financial Solutions, LLC Appx 5 hour per month devoted to business during Securities Trading hours. Duties include management and administrative functions.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Justin Robert Steitz'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

October 17, 2025 - Present

LODAS SECURITIES, LLC

Office #1: 7133 W 95th St Suite 205, Overland Park, KS 66212
BD
CRD#: 313056
Overland Park, KS
Past

April 29, 2025 - July 9, 2025

TAPP ENGINE SECURITIES

BD
CRD#: 314806
QUINCY, MA
Past

June 4, 2014 - September 6, 2024

COPPER FINANCIAL

RIA
CRD#: 168203
LENEXA, KS
Past

March 27, 2014 - September 6, 2024

COPPER FINANCIAL

BD
CRD#: 168203
LENEXA, KS
Past

July 8, 2013 - November 12, 2014

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
LENEXA, KS
Past

July 8, 2010 - June 17, 2013

AUSDAL FINANCIAL PARTNERS, INC.

BD
CRD#: 7995
KANSAS CITY, MO

State Registrations and Notice Filings

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

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
Florida
(10/17/2025)
RR
Kansas
(10/20/2025)
RR
Missouri
(10/20/2025)
RR
South Carolina
(10/28/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/23/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 28
Date: 10/29/2015
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 9/27/2013
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/29/2010
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

LS
LODAS SECURITIES, LLC
LODAS SECURITIES, LLC | REALX SECURITIES, LLC | REALTO SECURITIES, LLC

CRD#: 313056 / SEC#: , 8-70676

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
7133 W 95th St Suite 205, Overland Park, KS 66212
Mailing Address
7133 W 95th St Suite 205, Overland Park, KS 66212
Phone number
(913) 204-0053
Established
Kansas since 01/15/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
LODAS MARKETS INC.SOLE MEMBER
BRANT, DAVID ROBERTFINOP2718478
MCCORMACK-LANE, KEVINCEO5059916
MCCORMACK-LANE, KEVINPRESIDENT5059916
MCCORMACK-LANE, KEVINCOO5059916
O'SHAUGHNESSY, SHAWN PATRICKVP DIRECTOR OF SALES4526742
STEITZ, JUSTIN ROBERTCCO5789797

Disclosures

Regulatory Event1

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

LODAS SECURITIES, LLC

CRD#: 313056Overland Park, KS 66212

TRUST BUT VERIFY

Monitor Justin Steitz

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Nathan Leroy Bosek
Nathan BosekAdvisorCheck Check Mark
FARTHER
IAR
Sartell, MN
Joseph Victor Benedetti
Joseph BenedettiAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
St Johns, FL
DL
Dominick LeuzziAdvisorCheck Check Mark
THE ASCENT GROUP, LLC
IAR
RR
Wayne, PA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics