Steven Elefson Email & Phone Number
Wealth Management Advisor @ Visionary Wealth Advisors
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Steven Elefson Location
- Jackson, MO, US
Steven Elefson Work
- Wealth Management Advisor @ (January 2019 - Present)
- Investment Advisor and Managing Member @ Viking Wealth Advisors (November 2011 - Present)
- Financial Advisor @ (January 2010 - November 2011)
- First Vice President Investments and Financial Advisor @ (September 1995 - December 2009)
- Registered Representative @ (May 1988 - September 1995)
Steven Elefson Education
- Truman State University
Accounting (Accounting)
1976-1980 - Mt. Pleasant Community High School 1975-1976
Steven Elefson Skills
- Estate Planning
- Financial Modeling
- Investment Strategies
- Charitable Trusts
- Investment Advisory
- Financial Analysis
- Charitable Gift Planning
- Investment Management
Steven Elefson Summary
- Steven Elefson, based in Jackson, MO, US, is currently a Wealth Management Advisor at Visionary Wealth Advisors. Steven Elefson brings experience from previous roles at Viking Wealth Advisors, Ameriprise Financial Services, Inc., Raymond James Financial Inc. and Edward Jones. Steven Elefson holds a 1976 - 1980 Accounting in Accounting @ Truman State University. With a robust skill set that includes Estate Planning, Financial Modeling, Investment Strategies, Charitable Trusts, Investment Advisory and more. Steven Elefson has 1 mobile phone numbers on RocketReach.
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