portrait of Kurt J Steib

About Kurt

My understanding of market risks and opportunities comes from 30 years in the financial services industry, where I worked as an options strategist, risk manager and trader. I am a former member of both the Chicago Mercantile Exchange and the Chicago Board Options Exchange.

My goal is to use that market experience and my passion for teaching to make the complicated understandable and to take the fear out of finances, empowering you to make strategic financial decisions that are in the interest of you and your family.

Whether you're an experienced investor planning for retirement, saving for a home or your child's...

Focus Areas

  • Retirement Savings Strategies
  • New Investors
  • College Savings
  • Intergenerational Planning
  • Domestic Partner Finances
  • Portfolio Reviews

Work History

  • Edward JonesApril 2019 to Current

Education

  • University of ChicagoBachelor of Arts

Personal Interests

  • Art & Theater
  • History and Museums
  • Reading
  • Cycling

Team Members

  • Edwina Lake-Burrage
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

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