Benjamin Steele has held the title Member at The Advisory Resource Group since December 2017, is a control person of the firm and directly owns 75% or more of it. Benjamin Steele holds a Master's degree in Electrical and Computer Engineering from the University of Oklahoma.
The Advisory Resource Group, LLC is a Tulsa, OK firm with $927M under management, 709 clients and 6 advisers across 4 offices, as of its March 2026 filing.
Benjamin Steele is Managing Partner of the Oklahoma offices of Compass Pointe Financial. He joined the family business in 2006 as a Partner and assumed the Managing Partner responsibilities after Randy Steele's retirement in September 2014. He helps clients with retirement and wealth accumulation plans through an analytical, needs-based approach.
Benjamin Steele’s longest registration was 10 years at Sii Investments, Inc. (2007–2017). Before joining The Advisory Resource Group in 2017, Benjamin Steele was registered through Sii Investments, Inc.
- – present · 8 yearsTulsa, OK · Adviser representative · Firm CRD 290110
- Sii Investments, Inc.– · 10 yearsTulsa, OK · Adviser representative · Firm CRD 2225
Investment adviser representative registrations
Benjamin Steele is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from December 2017; the most recent is Oklahoma, in December 2025.
- OklahomaSince 22 December 2025
- TexasResidentSince 1 December 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 8 September 2006 |
| Series 7 | General Securities Representative Examination | 24 August 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Benjamin Randal Steele
- CRD
- 5194335
- Firm
- The Advisory Resource Group · CRD 290110
- Role
- Member
- Office
- 4625 E. 91ST STREET, Tulsa, OK 74137
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2006
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- cpfguide.com
Where does Benjamin Steele work?
Benjamin Steele has held the title Member at The Advisory Resource Group, LLC since December 2017, and is a control person of the firm.
Is Benjamin Steele a financial advisor?
Yes. Benjamin Steele has a current investment-adviser registration in Oklahoma and Texas, through The Advisory Resource Group since December 2017.
How many years of experience does Benjamin Steele have?
Benjamin Steele has 20 years in the financial industry, since August 2006, across 2 adviser firms.
What exams has Benjamin Steele passed?
Benjamin Steele has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2006. FINRA credited Benjamin Steele with the SIE, which began in October 2018.
Where did Benjamin Steele work before The Advisory Resource Group?
Before The Advisory Resource Group, Benjamin Steele was registered through Sii Investments, Inc., January 2007 to December 2017.
Where is Benjamin Steele based?
Benjamin Steele’s registered office is in Tulsa, OK.
Is Benjamin Steele registered with FINRA?
Yes. Benjamin Steele has a current broker registration, under CRD 5194335.
Source: FINRA BrokerCheck
How can I verify Benjamin Steele’s record?
Search CRD 5194335 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Benjamin Steele’s full registration record.