ADVISOR BIO

Steven Clasen is a financial professional with over 18 years of experience in the industry. Steven is a registered representative with Thrivent Investment Management Inc. and is licensed to provide investment advice in several states, including Arizona, Florida, Michigan, Minnesota, South Dakota, and Wisconsin. Steven has a strong track record of providing financial guidance to individuals and families.

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ADVISOR BIO

Steven Jay Backus is a financial advisor at Johnson Wealth Inc. in Milwaukee, Wisconsin. Steven has been in the financial services industry since 2003 and has experience in a variety of areas, including wealth management, investment advisory, and trust services. Steven holds Series 7, 31, and 63 securities licenses and is also a Series 65 registered investment advisor. Steven currently has an active investment advisor registration in Texas and Wisconsin. Steven has previously worked at Cleary Gull Inc., B. C. Ziegler and Company, Morgan Stanley DW Inc., and Strong Investments, Inc.

SPECIALIZATIONS

ADVISOR BIO

Steven Kelley is a financial professional with over 20 years of experience in the financial services industry. Steven is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. Steven is currently a Registered Investment Advisor Representative with Choreo, LLC, located in Rockford, IL and Madison, WI. Steven has extensive experience providing financial planning, investment management and retirement plan services to a variety of individuals, families, corporations, and charitable organizations. Previously, Steven was employed by RSM US LLP and BirchTree Financial Services LLC, both located in Madison, WI. Steven's professional expertise includes a focus on investment management, retirement planning, and estate planning strategies.

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ADVISOR BIO

Steven Craig Simons is a financial advisor with Thrivent Investment Management Inc. based in Montello, WI. Steven has been in the financial services industry since 2015 and has a wide range of experience. He specializes in providing financial planning and portfolio management for individuals and businesses. Steven is registered to provide investment advice in Arizona, Colorado, Florida, Illinois, Michigan, Minnesota, Wisconsin, and Wyoming. He holds the Series 7, Series 63, and Series 65 securities licenses. Steven also holds the SIE exam. He is committed to providing his clients with personalized financial guidance and strategies to help them achieve their financial goals.

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ADVISOR BIO

Steven Merline is a financial advisor with Edward Jones, a firm with over $800 billion in assets under management. Steven's career spans over 13 years and he holds licenses and certifications in various states, including Wisconsin, Texas, and California. Steven is committed to building long-term relationships with his clients and offering a customized financial plan.

SPECIALIZATIONS

ADVISOR BIO

Steven Frederick Mayer is a financial advisor with over 30 years of experience in the industry. Steven is currently registered as an Investment Advisor Representative with Cushing Capital Partners, LLC, based in Delafield, Wisconsin. Steven's previous experience includes roles at WELLS FARGO CLEARING SERVICES, LLC, CITIGROUP GLOBAL MARKETS INC. and LEHMAN BROTHERS INC. Steven holds Series 7, 31, 63, and 65 licenses as well as the SIE. Steven specializes in providing financial advice to individuals and families, charitable organizations, corporations, and other businesses. Steven is dedicated to helping clients achieve their financial goals by providing them with personalized financial planning and investment management services.

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ADVISOR BIO

Steven Brinkman is a financial advisor at Thrivent Investment Management Inc. located in Marshfield, WI. Steven holds the Series 66, Series 7TO and SIE licenses. Steven has been in the industry since 2019 and is registered with the state of Texas and Wisconsin. Steven has experience working with individuals, businesses and churches. Steven also offers financial planning and portfolio management services.

SPECIALIZATIONS

ADVISOR BIO

Steven J. Abraham is a financial professional with over 8 years of experience in the industry. Steven is a registered representative with J.p. Morgan Securities LLC and is licensed in Wisconsin. Steven has a Series 6, Series 63, and SIE license. Steven specializes in providing financial advice to individuals, businesses, high-net-worth individuals, insurance companies, and charitable organizations. Steven has access to a wide range of investment products and services through J.p. Morgan Securities LLC, including portfolio management, financial planning, and pension consulting.

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ADVISOR BIO

Steven Lynn Halverson is a registered representative with Edward Jones. Steven Halverson has been in the industry since February 6, 1989. Steven Halverson is registered in 27 states for securities and 2 states for investment advisory services. Steven Halverson is associated with the Edward Jones branch in Monona, Wisconsin. Steven Halverson holds the Series 63, Series 7 and SIE licenses. Edward Jones offers a variety of financial services including financial planning, pension consulting, and portfolio management for businesses and individuals.

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ADVISOR BIO

Steven Craig is a financial advisor with Morgan Stanley. Steven has been in the financial services industry since 1994 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and institutions. Steven holds a number of licenses and certifications, including the Series 7, Series 6, Series 3, Series 31, and Series 65 exams. Steven has a strong track record of helping clients achieve their financial goals.

SPECIALIZATIONS