I believe in a comprehensive approach to financial planning and I'm a firm believer in
diversification. As an independent financial planner, I am not limited to the products and
services of any one company, I can truly shop the market and present my clients with the best
options in the marketplace. I make sure my clients are informed, educated, and then advised, so
they can make the right choices regarding their financial future.
Adviser not licensed in all States. Advisory Services Offered Through Creative Financial Designs, Inc., Registered Investment Adviser, and Securities are offered Through cfd Investments, Inc., Registered Broker/Dealer, Member FINRA & SIPC. 765-453-9600. The Blackmont Group is not affiliated with the CFD companies.
|Firm Start Year:||1995|
|Name of Broker/Dealer:||CFD Investments|
|Name of Custodial Firm:||NFS|
|States Licensed in:||TX|
|Number of Years with Current Firm:||8|
Qualifications & Memberships
|Firm's Number of Clients:||500|
|Firm's Number of Planning Clients:||250|
|Firm's Number of Managed Clients:||250|
|Assets Managed by Firm:||$75,000,000|
Advisory Services Offered Through Creative Financial Designs, Inc., Registered Investment Adviser, and Securities are offered Through cfd Investments, Inc., Registered Broker/Dealer, Member FINRA & SIPC. 765-453-9600. The Blackmont Group is not affiliated with the CFD companies.
Steven C. Neustaedter, CFP®, RICP®
CERTIFIED FINANCIAL PLANNER"
Steve Neustaedter, a Certified Financial Planner and a Retirement Income Certified Professional and with over 20 years of experience, brings a wealth of knowledge and expertise to his role as financial advisor. His diverse background and training enables him to help clients pursue their long term financial goals through comprehensive, individualized financial planning.
Everyones economic and life situation is unique, and Steve keeps that in mind when providing financial security advice. My mission statement is to assist our clients in building true wealth through the use of excellent financial planning and appropriate investment products. Together we will use them to build a financial security plan focused on your specific needs. Steve conducts on going client meetings to review performance, reaffirm financial goals and to make any adjustments as economic or lifestyle changes warrant.
Mr. Neustaedter received his B.S. degree in Business Management from the School of Business at Kansas State University. He is an Investment Advisor Representative with CFD Investments, Inc. a member of FINRA and SIPC. Steve has lectured at various businesses, institutions and churches around the United States and has served a Dave Ramsey Smartvestor. Steve proudly served in The United States Coast Guard and is a boating enthusiast. Steve is a member of the National Association of Insurance and Financial advisors (NAIFA), a CFP®, RICP® and holds his series 6, 63, 65, and 7 securities licences.
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 5:00 PM|