KL
Kelly L Steffes
CRD 6077919
Firms
| Firm | Role | As of |
|---|---|---|
| T&S Investments, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (1)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| William C & Jane B Marcil Family Foundation | Officer/Director | — | 12/31/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Ownership stakes
-
T&S Investments, Llc
Secretary/Treasurer · 50% – 75% · Mar 2015
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗