Kimberly Lynn Steinbrenner
Investment Adviser Representative at Saxony Capital Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kimberly Lynn Steinbrenner is an investment adviser representative with Saxony Capital Management, LLC in Oak Creek, WI, where they have been registered since 2026. They have worked in the securities industry since 2009 and were previously registered with Lasalle St. Investment Advisors, L.L.C. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas and Wisconsin.
Registrations & licenses
- Investment adviser:
- Texas, Wisconsin
- Broker:
7 states and territories
District of Columbia, Florida, Illinois, Michigan, Ohio, Pennsylvania, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Saxony SecuritiesJul 2009 – Feb 2019St. Louis, MO
- Steinbrenner Financial GroupDec 2014 – Jul 2026Wauwatosa, WI
- LaSalle St Securities LLCFeb 2019 – Jul 2026Elmhurst, IL
- LaSalle St Investment AdvisorsFeb 2019 – Jul 2026Elmhurst, IL
- Saxony Securities, IncJul 2026 – no end date reportedSt. Louis, MO
- Saxony Capital Management, LLCJul 2026 – no end date reportedSt. Louis, MO
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Saxony Capital Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 43
- Offices listed on AdvisorFinder:
- 14
- Main office:
- Saint Louis, MO
- SEC file number:
- 801-68385
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
View full firm profileOther advisors at Saxony Capital Management, LLC
Showing 12 of 43 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kimberly Lynn Steinbrenner has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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