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 @
- 2021 -2023 Director of Tax Planning @
- 2019 -2021 Advisor Education Senior Consultant @
- 2014 -2019 Instructor, Certified Private Wealth Advisor program @
- 2017 -2019 Director of Advanced Planning @
- 2015 -2019 Tax Planning columnist, InvestmentNews @
- 1999 -2017 Director of Financial Planning @
- 1991 -1999 Experienced Tax Manager @ Arthur Andersen
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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