# JEANNA LYNN STECKLEIN

JEANNA LYNN STECKLEIN is an investment adviser representative (IAR) with state registration records since 2012, appearing at 7 firms. Currently registered with CWM, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CWM, LLC](https://search.stillhousedata.com/firm/155344) | 2026-04-01 | present | Yes |
| [ORION PORTFOLIO SOLUTIONS, LLC](https://search.stillhousedata.com/firm/107975) | 2023-01-17 | 2026-03-02 | — |
| [ORION PORTFOLIO SOLUTIONS, LLC](https://search.stillhousedata.com/firm/125446) | 2022-01-31 | 2023-01-06 | — |
| [TRANSAMERICA FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/16164) | 2017-02-28 | 2021-11-29 | — |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2014-12-08 | 2015-08-05 | — |
| [BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/13609) | 2013-01-11 | 2013-05-30 | — |
| [NATIONS FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/44181) | 2012-01-05 | 2012-12-21 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2999191)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2999191.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.