DS
DS

Dawn Annette Steinert

10 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
48 advisors
Number of Clients
2,989 clients
Average Client Portfolio
$384K average
Assets Under Management
$1.1B

Fee Structure

Loading...

Location

2119 South Tamiami Trail, Osprey, FL, 34229

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Dawn is the owner, founder, and advisor at Citypark Financial LLC, where she sells insurance and annuities, dedicating about a quarter of her time. She also coaches high school volleyball in the evenings, which does not take time during trading hours.

Employment History
Current Registrations
Accurate Wealth Management, LLC
August 2025 - Present · 6 mos
Previous Registrations
J. W. Cole Advisors, INC.
May 2019 - July 2025 · 6 yrs 2 mos
Global Financial Private Capital, LLC
August 2015 - May 2019 · 3 yrs 9 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.