Michael
Payne

Steeloaks Investment Advisers, Inc

CRD#3165948
Investment Advisor
in Weirton, WV

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Payne is a financial advisor based in Weirton, West Virginia, working with Steeloaks Investment Advisers, Inc. Michael has previously held positions at Purshe Kaplan Sterling Investments and Steel Oaks Investment Advisors, Inc. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in West Virginia. Currently, Michael is part of Steeloaks Investment Advisers, Inc, which operates out of Weirton, West Virginia. The firm has 2 employees and manages assets totaling $151.0 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Steeloaks Investment Advisers, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3205 Pennsylvania Avenue Suite 102
Weirton, WV 26062

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Steeloaks Investment Advisers, Inc Brokerage Details

Total Assets Under Management

$151,000,000

WV Average: $493,341,091
Total Number of Employees

2

WV Average: 16
Total Number of Accounts

277

WV Average: 1,028
Average Account Size

$545,126

WV Average: $479,904

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Other

Michael Payne Work History

2005 - Present (19 years)

Purshe Kaplan Sterling Investments

2005 - Present (19 years)

Steel Oaks Investment Advisors, Inc

Disclosures

Please visit the SEC profile of Michael Payne to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Steeloaks Investment Advisers, Inc

Dewey Guida
Weirton, WV
Michael Payne
Weirton, WV
Sara Payne
Weirton, WV
Donald Kendrick
Weirton, WV

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started