Steven Elefson Email & Phone Number
Wealth Management Advisor @ Visionary Wealth Advisors
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Steven Elefson Location
- Jackson, MO, US
Steven Elefson Work
- 2019 -now Wealth Management Advisor @
- 2011 -now Investment Advisor and Managing Member @ Viking Wealth Advisors
- 2010 -2011 Financial Advisor @
- 1995 -2009 First Vice President Investments and Financial Advisor @
- 1988 -1995 Registered Representative @
Steven Elefson Education
- Truman State University
(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 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 emails on RocketReach.
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