Clinton Steinhoff (CRD# 6664344) is an Investment Advisor Representative working at Optima Capital Management in Tempe, AZ and has over 7 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Optima Capital Management | Fort Lauderdale, FL | Oct 2020 - Current | 3 |
| Data Axle | Chicago, IL | Oct 2017 - Current | 6 |
| Morgan Stanley Private Bank, N.a. | New York, NY | Nov 2016 - Current | 7 |
| Morgan Stanley | Oak Brook, IL | Jun 2016 - Sep 2017 | 1 |
| Unemployed | Tempe, AZ | Apr 2016 - Jul 2016 | < 1 |
| Unemployed | Oak Brook, IL | Mar 2016 - Jun 2016 | < 1 |
| Dinan & Company | Phoenix, AZ | Dec 2015 - Mar 2016 | < 1 |
| Prosper Marketplace | Phoenix, AZ | May 2015 - Dec 2015 | < 1 |
| Zwicker & Associates | Tempe, AZ | May 2014 - Apr 2015 | < 1 |
| Unemployed | Tempe, AZ | Aug 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2016 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- IL
- OH
- TX
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Total Assets Under Management66MILLIONS
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Total Number of Accounts285ACCOUNTS
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Average Account Value$232,679
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, IL, KY, LA, MN, NC, OH, TX
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