Award
Winner
Investment Solutions
Traditional or alternative, we tailor your portfolio to your goals and risk profile.
Fiduciary and Tax
We help structure local and offshore trusts, manage estate planning, and ensure smooth wealth transfer across generations.
Equity-Backed Finance
Investors needing quick capital often liquidate portfolios to avoid slow bank loan processes.
Stockbroking and Derivatives
I offer equity and derivative trading services for both individuals and institutions, including an online share trading platform.
// Registered Investment Adviser//
Navigate Rapid Markets with Dave's Expertise
The professional approach to development.
Dave Paul Steinbeck is a licensed financial advisor based in Las Vegas, NV, with 19 years of industry experience. He is currently affiliated with Wells Fargo Clearing Services, LLC (CRD#: 4860441) and serves as an investment adviser representative with Wells Fargo Advisors, where he has been registered since 2016. His previous affiliations include WiseBanyan, Merrill Lynch, Northern Lights Distributors, and TD Ameritrade, reflecting a solid background in both brokerage and investment advisory services. Steinbeck holds FINRA registrations and is licensed to operate in 55 U.S. states and territories, including Nevada, California, Texas, and Florida. He is regulated by FINRA and registered with Wells Fargo Clearing Services, LLC, a member of the NYSE and Nasdaq.
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Our mission
Helping clients build confidence and knowledge to improve their financial well-being.
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Our vision
Empowering everyone to take control of their financial future.
Investment Advisory
Dave Paul Steinbeck
Registered Investment Adviser
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* Investment Management
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* Portfolio Management
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* Retirement Planning
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* Tax-Efficient Investing
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* Wealth Preservation
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* Risk Management
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*Financial Planning
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* Estate Planning
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* Trust & Fiduciary Services
Dave Steinbeck
Wealth Coaching & Financial Planning
Dave Paul Steinbeck
Personal & Business Portfolio Management
Dave Paul Steinbeck
Pension Consulting
Dave Paul Steinbeck
Corporate Portfolio Management
Dave Paul Steinbeck
Venture Capital Portfolio Management
Dave Paul Steinbeck
Seminars & Workshops
// our testimonials //
What they’re talking about Dave
4.9 rating
WEIGELT STEPHAN
Dave Paul Steinbeck pension consulting provides comprehensive analysis and strategic advice, helping us navigate regulations and optimize our plan. Thier guidance has been crucial for managing liabilities and ensuring employee well-being.
Alisha martin
Dave optimized pension plan, ensuring compliance and providing the best benefits for our employees. His proactive and detailed approach made the process seamless. We are grateful for his exceptional consulting services.
Sarah brown
Working with Dave Steinbeck on my financial planning clarified my goals and set me on a path to financial freedom. His budgeting and debt management strategies were invaluable. I highly recommend their wealth coaching services.
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2016 - Present
Wells Fargo Clearing Services, LLC / Wells Fargo Advisors -
2015 - 2017
WiseBanyan Securities LLC
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2014
Merrill Lynch, Pierce, Fenner & Smith Incorporated -
2012-2014
Northern Lights Distributors, LLC -
2008 - 2012
TD Ameritrade, Inc.
// Dave Paul Steinbeck - Award-Winning Licensed Advisor //
Time to Make Your Finances Extraordinary
Letting losses run is the most serious mistake made by most investors.
With over 10 years of experience and having served more than 1,000 clients globally, Dave is a renowned licensed broker recognized in both Asia and Europe. He is dedicated to empowering individuals of all backgrounds with essential financial knowledge and tools to make informed decisions for their financial well-being.
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Licensed
Broker
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Years of Experience
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Honorable awards
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%Satisfaction Rate
// contact us //
Let’s work together
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