wiseradvisor

Jay Steinbock
Summit Pointe Financial Group.

Tel: (913) 339-6982
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 Summit Pointe Financial Group 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:   The O.N. Equity Sales Co.
States Licensed in:   CA, FL, KS, MO, OK, WA
Number of Years with Current Firm:   3
I work with the following types of clients:   Individual Investors, Non-Profit Organizations


Services

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


Qualifications & Memberships

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

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:   Fee-Based (Fee and Commissions)
Compensation Methods:   Commissions, Based on Assets



Faqs

  • Do you have a customer satisfaction or refund policy? Yes
  • What are your qualifications? What is your education background? RFC Registered Financial Consultant. Graduate of Washburn University with a BA in Business Management.
  • What is your approach to financial planning? We tailor the planning to each individual client. We do not believe in a cookie cutter approach. All of our clients are unique and we work with them accordingly.
  • What services do you offer? We are a Fee and Commission firm. It depends upon which type of approach the client wishes. Not all clients fit into one model.
  • How many clients do you currently manage? Prefer not to provide
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Disclaimer

Securities offered through the O.N. Equity Sales Company. Member FINRA/SIPC. One Financial Way Cincinnati, OH 45242. 513.794.6794. Investment Advisory Services offered through O.N. Investment Management Services

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