Jim Steffen's Location
Anoka, MN, US
Jim Steffen's Work
- CEO and Founder @ Trott Brook Financial
- Financial Advisor @ Focus Financial
- Financial Advisor @ MassMutual
Jim Steffen's Education
- University of Saint Thomas
Bachelor's degree (Business/Managerial Economics)
1987 - 1991 - Anoka High School1984 - 1987
Jim Steffen's Skills
- Retirement Planning
- Investments
- Retirement
- Estate Planning
- 401k
- Financial Planners
- Risk Management
- Securities
- Investment Management
- Wealth Management Services
Jim Steffen's Summary
Jim Steffen, based in Anoka, MN, US, is currently a CEO and Founder at Trott Brook Financial, bringing experience from previous roles at Focus Financial and MassMutual Companies. Jim Steffen holds a 1987 - 1991 Bachelor's degree in Business/Managerial Economics @ University of Saint Thomas. With a robust skill set that includes Retirement Planning, Investments, Retirement, Estate Planning, 401k and more, Jim Steffen contributes valuable insights to the industry. Jim Steffen has 2 emails on RocketReach.
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