Joseph D. Steadman

LIFESTYLE FINANCIAL SERVICES

Martinez, GA

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CRD#: 6390731

Professional summary

Joseph Daniel Steadman is a registered financial advisor currently at LIFESTYLE FINANCIAL SERVICES, LLC located in Martinez, Georgia.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Joseph has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 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.

1. STEADMAN WEALTH STRATEGIES, LLC POSITION: owner NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: Appling GA DESCRIPTION: Rent a cabin on Airbnb and have a rental house in El Paso Texas 2. HAVEN POINT WEALTH POSITION: Owner NATURE: Marketing Name INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 01/01/2020 ADDRESS: Appling GA DESCRIPTION: Marketing Name 3.INSURANCE AGENT POSITION: Insurance Agent NATURE: Insurance sales INVESTMENT RELATED: yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2015 ADDRESS: Appling, GA 4. PROFESSIONAL SPEAKER POSITION: Professional Speaker NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2004 ADDRESS: Appling GA DESCRIPTION: I travel and speak at conventions and on cruises about board-games, game design, and game strategy. LAW ENFORCEMENT OFFICER POSITION: Deputy Sheriff for Columbia County, Georgia

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Daniel Steadman'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

April 7, 2025 - Present

LIFESTYLE FINANCIAL SERVICES, LLC

RIA

CRD#: 324660

Martinez, GA

Past

October 16, 2020 - December 31, 2023

HERRINGTON FINANCIAL SERVICES, INC.

RIA

CRD#: 167733

AUGUSTA, GA

Past

January 3, 2020 - August 24, 2020

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

APPLING, GA

Past

January 2, 2020 - August 24, 2020

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

APPLING, GA

Past

December 15, 2015 - November 15, 2019

FIRST COMMAND ADVISORY SERVICES

RIA

CRD#: 281958

Evans, GA

Past

January 16, 2015 - December 15, 2015

FIRST COMMAND BROKERAGE SERVICES, INC.

RIA

CRD#: 3641

EVANS, GA

Past

October 14, 2014 - November 15, 2019

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

EVANS, GA

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

Georgia
(4/7/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/15/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/17/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/14/2014

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LIFESTYLE FINANCIAL SERVICES, LLC

CRD#: 324660 / SEC#:

Georgia

Registered Investment Advisory firm - (3/20/2023 Approved)

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Contact information

Main Address

Martinez, GA

Mailing Address

Phone number

(706) 432-8294

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	20
AUM (Assets Under Management)	$ 2,352,139

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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Firm Stability Insights

Joseph D. Steadman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Daniel Steadman's CRS (Customer Relationship Summary).

Certified licenses

Experience

HERRINGTON FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

FIRST COMMAND ADVISORY SERVICES

FIRST COMMAND BROKERAGE SERVICES, INC.

FIRST COMMAND BROKERAGE SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/15/2015

Series 63

Date: 11/17/2014

SIE

Date: 10/1/2018

Series 6

Date: 10/14/2014

Current Firm

LIFESTYLE FINANCIAL SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LIFESTYLE FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

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