Jay Steinbock
Summit Pointe Financial Group.

Tel: (888) 888-8213
10965 Granda Lane
Suite 106
Shawnee Mission, KS 66211

About Summit Pointe Financial Group.

Having your financial house in order is one of the best gifts you can give your loved ones, and selecting a financial advisor is the first step. At Capital Advisors we play a central role as your "retirement income specialists".Whether it is discusing a 401K rollover or estate planning we play a central role in addressing your needs and concerns, and can provide a lifetime of guidance as well. It is never to early or late to take control of your financial future, and there is no beter time than now to set an appointment with a financial advisor. We welcome the opportunity to explore your financial dreams with you.


General Information

Firm Start Year:   1987
No.of Employees:   2-4
Name of Broker/Dealer:   Transamerica Financial Advisors, Inc.
States Licensed in:   CA, FL, KS, MO, OK, WA
Number of Years with Current Firm:   7
I work with the following types of clients:   Non-Profit Organizations , Individual Investors


Services

Investment Types:   Alternative Investments , Mutual Funds , Options & Futures , Bonds , Stocks , Annuities , Insurance , Commodities , Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   At your office , Via email , Via phone , At your home , At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability , Annuity , Variable Life , Long Term Care , Variable Annuity , Life

Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Compensation Methods:   Commissions , Based on Assets



Disclaimer

Investment Advisor Representative with and Securities and Investment Advisory Services Offered through Transamerica Financial Advisors,Inc. Member FINRA, SIPC & Registered Investment Advisor. Non -securities products and services are not offered though TFA. TFA and Capital Advisors are not affiliated.

Jay Steinbock

Jay Steinbock

RFC

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 12:00 PM