Tim Steffen Email & Phone Number

Director of Advanced Planning @ Baird

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Tim Steffen Location

Milwaukee, WI, US

Tim Steffen Work

2023 - now Director of Advanced Planning @ Baird
2021 - 2023 Director of Tax Planning @ Baird
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2019 - 2021 Advisor Education Senior Consultant @ PIMCO

2014 - 2019 Instructor, Certified Private Wealth Advisor program @ Investments & Wealth Institute
2017 - 2019 Director of Advanced Planning @ Baird
2015 - 2019 Tax Planning columnist, InvestmentNews @ InvestmentNews
1999 - 2017 Director of Financial Planning @ Baird
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1991 - 1999 Experienced Tax Manager @ Arthur Andersen

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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

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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 emails and 1 mobile phone numbers on RocketReach.

Tim Steffen Emails

Found 1 emails

@yahoo.com

Tim Steffen Phone Numbers

Found 1 phone numbers

+1 262-853-XXXX

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