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Jay Steinbock

Summit Pointe Financial Group.

10965 Granda Lane
Suite 106

Shawnee Mission, KS 66211

913-339-6982

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

CRD#

1780145

Firm CRD#

2936

Name of Broker/Dealer

The O.N. Equity Sales Co.

States Licensed in

CA, FL, KS, MO, OK, WA

Years of Experience in Financial Services

32

Number of Years with Current Firm

3

I work with the following types of clients

Individual Investors, Non-Profit Organizations

Advisory Services Provided

Financial Planning for Individuals, Wealth Management, Retirement Planning, Portfolio Management, Insurance Products & Annuities, 401K Rollovers

Services

Investment Types

Commodities, Insurance, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Stocks, Bonds, Annuities, Options & Futures

I can meet clients in the following ways

At your office, Via Email, At my office, At your home, Via Phone

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

Qualifications & Membership

Certifications, Accreditations & Designations

Registered Financial Consultant (RFC), RFC®

Securities Licenses

Series 65, Series 6, Series 7, Series 63

Insurance and Annuity Licenses

Long Term Care, Life, Disability, Variable Annuity, Annuity, Variable Life

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

None

Compensation Methods

Commissions

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