JS
Justinn C. Steffe
TREO FINANCIAL
Asheville, NC
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CRD#: 7414298
JS
Professional summary
Justinn Comstock Steffe, CFP® is a registered financial advisor currently at TREO FINANCIAL located in Asheville, North Carolina.
Justinn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Justinn has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Justinn Comstock Steffe'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®
Experience
Current
August 10, 2021 - Present
TREO FINANCIAL
RIA
CRD#: 315501
Asheville, NC
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
North Carolina(8/10/2021)
Exams
Current Firm
TF
TREO FINANCIAL
JUSTINN STEFFE | TREO FINANCIAL, LLC | TREO FINANCIAL LLC | TREO FINANCIAL
CRD#: 315501 / SEC#:
North Carolina
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Contact information
Main Address
Asheville, NC
Mailing Address
Phone number
(317) 417-1373
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
