Dan Steffes Email & Phone Number

Senior Financial Advisor @ The Oak Ridge Financial Group, Inc.

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Dan Steffes Location

Saint Paul, MN, US

Dan Steffes Work

2023 - now Senior Financial Advisor @ The Oak Ridge Financial Group, Inc.
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2019 - 2023 Senior Vice President @ Hilltop Securities Inc.
2008 - 2019 Financial Advisor @ Financial Services Company
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2000 - 2008 Senior Financial Advisor @ Block Advisors
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Dan Steffes Education

Saint John's University
BA (Political Science)
1994 - 1998

Dan Steffes Skills

Leadership
Financial Reporting
Project Management

Finance
Sales
Budgets
Wealth Management
Investment Advisory
Investment Strategies

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Dan Steffes Summary

Dan Steffes, based in Saint Paul, MN, US, is currently a Senior Financial Advisor at Oak Ridge Financial. Dan Steffes brings experience from previous roles at Hilltop Securities Inc., Ameriprise Financial Services, Inc. and H&R Block Financial Advisors. Dan Steffes holds a 1994 - 1998 BA in Political Science @ Saint John's University. With a robust skill set that includes Leadership, Financial Reporting, Project Management, Finance, Sales and more. Dan Steffes has 2 emails and 1 mobile phone numbers on RocketReach.

Dan Steffes Emails

Found 2 emails

Dan Steffes Phone Numbers

Found 6 phone numbers

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Others Named Dan Steffes

Dan Steffes

Executive Director at St. Josaphat Basilica Foundation

Milwaukee, WI, US
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- gmail.com
- sporcle.com
- thebasilicafoundation.org
5+
- +1 414-964-XXXX
- +1 414-352-XXXX
- +1 805-906-XXXX
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- +1 414-213-XXXX
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Dan Steffes

Senior Financial Advisor at Oak Ridge Financial

Saint Paul, MN, US
2
- oakridgefinancial.com
- gmail.com
5+
- +1 651-330-XXXX
- +1 612-875-XXXX
- +1 651-330-XXXX
- +1 651-702-XXXX
- +1 612-788-XXXX
- +1 612-812-XXXX

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Top The Oak Ridge Financial Group, Inc. Employees

Patrick Lundy

Sr. Vice President, Branch Manager at The Oak Ridge Financial Group, Inc.

Saint Paul, MN, US
1
- oakridgefinancial.com
2
- +1 651-423-XXXX
- +1 651-231-XXXX
Peter Klatt

Senior Vice President- Investments at The Oak Ridge Financial Group, Inc.

Saint Paul, MN, US
2
- oakridgefinancial.com
- hotmail.com
5
- +1 612-309-XXXX
- +1 952-679-XXXX
- +1 612-508-XXXX
- +1 314-875-XXXX
- +1 612-291-XXXX
Scott Rickford

Vice President - Investments at The Oak Ridge Financial Group, Inc.

Minneapolis, MN, US
2
- oakridgefinancial.com
- gmail.com
5+
- +1 612-557-XXXX
- +1 701-795-XXXX
- +1 701-676-XXXX
- +1 612-745-XXXX
- +1 763-923-XXXX
- +1 612-558-XXXX
Erle Savage

Senior Vice President at The Oak Ridge Financial Group, Inc.

Minneapolis, MN, US
4
- oakridgefinancial.com
- hotmail.com
- att.net
- bellsouth.net
Rich Rokala

Senior Vice President at The Oak Ridge Financial Group, Inc.

United States
2
- oakridgefinancial.com
- gmail.com
4
- +1 612-868-XXXX
- +1 612-455-XXXX
- +1 612-376-XXXX
- +1 763-497-XXXX
Dan Steffes

Senior Financial Advisor at The Oak Ridge Financial Group, Inc.

Saint Paul, MN, US
2
- oakridgefinancial.com
- gmail.com
5+
- +1 651-330-XXXX
- +1 612-875-XXXX
- +1 651-330-XXXX
- +1 651-702-XXXX
- +1 612-788-XXXX
- +1 612-812-XXXX
Hugh Dillon

Investment Advisor Representative at The Oak Ridge Financial Group, Inc.

Saint Paul, MN, US
1
- oakridgefinancial.com
3
- +1 763-923-XXXX
- +1 763-923-XXXX
- +1 651-428-XXXX
Christopher Nelson

Supervisory Principal at The Oak Ridge Financial Group, Inc.

Minneapolis, MN, US
2
- comcast.net
- oakridgefinancial.com
2
- +1 770-682-XXXX
- +1 303-915-XXXX

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