Commonwealth (CFN): Our RIA-Broker/Dealer
Commonwealth supports us with operations, compliance, and advanced planning strategies.
Fidelity Investments: Our Custodian
Fidelity is the custodian for our clients' assets.
Your Privacy & Security: Our Standard
We have physical, technical, and organizational protections. This compliance applies to all advisors, advisor support staff, and Commonwealth staff.
Fidelity Investments (Fidelity) is an independent company, unaffiliated with Commonwealth or Steffens Financial. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between these firms and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied and does not guarantee, or assume any responsibility for, its content. Fidelity provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1137485.1.0