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Steve Hess

Senior Vice President, Financial Advisor, CFP®, CEA
Series 7, 63 & 65 Securities Registrations*, Insurance License

Steve earned his Bachelor of Science in Business from the Carlson School of Management and has been in the financial services industry for 11 years. He understands that comprehensive wealth management is more than just asset allocation — a successful plan is only as good as its implementation, monitoring and fine-tuning. Steve utilizes his team of qualified experts to take advantage of all the planning opportunities available. His team was voted “FIVE STAR Wealth Managers — Best in Client Satisfaction” for 2008 and 2009, as seen in Minneapolis/St. Paul Magazine and Twin Cities Business Magazine. Steve and his family enjoy spending time at the cabin and taking trips to Florida.

“A trusting relationship with my clients is the key to creating a successful strategic plan.”

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*Registrations are held with LPL financial. Securities offered through LPL Financial, member FINRA/SIPC. Advisory services offered through Wealth Enhancement Advisory Services, a Registered Investment Advisor. Tax and mortgage services provided are not affiliated with LPL Financial.

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