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Darlene Kolodziej Steffen

Darlene K. Steffen

LIFE PLANNING SOLUTIONS
Moline, IL
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CRD#: 5860379
Darlene Kolodziej Steffen

Professional summary

Darlene Kolodziej Steffen, CFP®, who also goes by Darlene K Steffen, is a registered financial advisor currently at LIFE PLANNING SOLUTIONS, LLC located in Moline, Illinois.

Darlene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Darlene has worked at 2 firms .

Core Areas of Focus

Cash Flow/Budgets/Credit Issues
College/Education Planning
Estate & Generational Planning Issues
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Women's Financial Planning Issues

Biography

30 years experience in Agribusiness with financial and business management Member - American Institute of Certified Public Accountants Member - Illinois CPA Society

Question & Answer

What are your service offerings?
Tax Planning
Comprehensive Financial Planni...
Divorce Planning
Estate Planning
Retirement Planning
Investment Planning
Debt Management
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes

Aliases

Darlene K Steffen

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 Darlene Kolodziej Steffen'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®
CFP®

Certified Financial Planner

Start date: 2009

Experience

Current

September 21, 2011 - Present

LIFE PLANNING SOLUTIONS, LLC

RIA
CRD#: 157683
Moline, IL
Past

August 11, 2011 - October 26, 2015

QUAD CITY INVESTMENT CENTER

RIA
CRD#: 112187
MOLINE, IL

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.

Highlighted states indicate IAR registrations

IAR
Illinois
(9/21/2011)

Exams

Current Firm

LP
LIFE PLANNING SOLUTIONS, LLC
DARLENE K. STEFFEN, CPA / PFS, CFP | STEFFEN, DARLENE K. | QUAD CITY INVESTMENT ADVISORS, LLC | LIFE PLANNING SOLUTIONS, LLC | LIFE PLANNING SOLUTIONS | DARLENE KOLODZIEJ STEFFEN, CPA/PFS, CFP | DARLENE KOLODZIEJ STEFFEN D/B/A DARLENE K. STEFFEN, CPA/PFS, CFP

CRD#: 157683 / SEC#:

Illinois
Registered Investment Advisory firm - (9/21/2011 Approved)
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Contact information

Main Address
Moline, IL
Mailing Address
Phone number
(309) 230-3627
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts24
AUM (Assets Under Management)$ 14,000,000

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

LIFE PLANNING SOLUTIONS, LLC

CRD#: 157683Moline, IL

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