professional profile
Andrew Kurt Steinmetz, CFA
Overview
Andrew Kurt Steinmetz is an insurance agent, a registered representative and an investment adviser representative based in Tulsa, OK, with 10 years in the industry.
- Years in the industry
- 10
- States registered
- 17
- Carrier appointments
- 4
- Exams passed
- 3
Contact
1 business email and 2 phone numbers on file
Registrations and licenses
- Registered in 17 states
3 lines of authority, with every state and its dates
Firms
- Cabot Lodge Securities LLCCurrent firm
- Trinity Strategic WealthCurrent firm
Employment history since 2016
Carriers
4 active carrier appointments
Book and practice
Firm assets under management on file
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