Tim Steffen Email & Phone Number
Director of Advanced Planning @ Baird
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Tim Steffen Location
- Milwaukee, WI, US
Tim Steffen Work
- Director of Advanced Planning @ (January 2023 - Present)
- Director of Tax Planning @ (June 2021 - January 2023)
- Advisor Education Senior Consultant @ (October 2019 - June 2021)
- Instructor, Certified Private Wealth Advisor program @ (March 2014 - December 2019)
- Director of Advanced Planning @ (July 2017 - October 2019)
- Director of Financial Planning @ (August 1999 - June 2017)
- Tax Planning columnist, InvestmentNews @ (April 2015 - September 2019)
- Experienced Tax Manager @ Arthur Andersen (June 1991 - August 1999)
Tim Steffen Education
- Gies College of Business - University of Illinois Urbana-Champaign
BS (Accounting)
1987-1991
Tim Steffen Skills
- Strategic Financial Planning
- Strategic Financial
- Planning
- Income Tax
- Roth IRA
- Newspapers
- Retirement Planning
- SAN
- Financial Planning
Tim Steffen Summary
- Tim Steffen, based in Milwaukee, WI, US, is currently a Director of Advanced Planning at Baird. Tim Steffen brings experience from previous roles at Baird, PIMCO and Investments & Wealth Institute. Tim Steffen holds a 1987 - 1991 BS in Accounting @ Gies College of Business - University of Illinois Urbana-Champaign. With a robust skill set that includes Strategic Financial Planning, Strategic Financial, Planning, Income Tax, Roth IRA and more. Tim Steffen has 1 mobile phone numbers on RocketReach.
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