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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

Work with the following types of clients

Non-Profit Organizations, Individual Investors

Advisory Services Provided

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

Services

Investment Types

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

Can meet clients in the following ways

Via Email, Our Office, Via Phone, Your Office, Your Home

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

RFC®, Registered Financial Consultant (RFC)

Securities Licenses

Series 63, Series 7, Series 6, Series 65

Insurance and Annuity Licenses

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

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

None

Compensation Methods

Based on Assets

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