Christopher Stakley
Steffes Financial · Overland Park, Kansas
Christopher Stakley is a fee-only financial advisor at Steffes Financial in Overland Park, Kansas, who holds the CFP credential. Christopher focuses on retirement planning, tax planning and estate & legacy planning. Steffes Financial reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Christopher →
Specialties
Who they serve
- Multi-generational families
- Retirees
- Pre-retirees
Facts
| Firm | Steffes Financial |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $611.5M across 652 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS · CRD 5568433 |
| Exams passed | Series 63 (2008) · Series 66 (2010) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.steffesfinancial.com |
Request an introduction to Christopher
Tell Christopher a little about what you're looking for. Christopher isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Christopher
Is Christopher Stakley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Steffes Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher's firm, Steffes Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Does Christopher work with clients virtually?
Yes. Steffes Financial says on its website that it works with clients remotely.
Where is Christopher Stakley based?
Christopher Stakley is based in Overland Park, Kansas.
What does Christopher specialize in?
Christopher's specialties include retirement planning, tax planning, estate & legacy planning, small business owners, family wealth transfer and founders (pre-exit). Christopher works with multi-generational families, retirees and pre-retirees.
What credentials does Christopher Stakley hold?
Christopher Stakley holds the CFP credential.
Is Christopher Stakley registered with the SEC?
Yes. Christopher Stakley is registered as an investment adviser representative in KS (CRD 5568433), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Steffes Financial manage?
Steffes Financial reports $611.5M across 652 accounts in assets under management.
How do I contact Christopher Stakley?
Through Christopher's website, www.steffesfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Steffes Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.