Ceo & Founder
Current
Trott Brook Financial, Inc.
Dec 2002 - Present
AeroLeads people directory · profile
Jim Steffen, Cfp® Email & Phone Number
CEO & Founder of Trott Brook Financial
at
Trott Brook Financial, Inc.
1 work email found
@trottbrookfinancial.com
3 phones found area 763 and 631
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Trott Brook Financial, Inc.
Role
CEO & Founder of Trott Brook Financial
Location
Anoka, Minnesota, United States
Who is Jim Steffen, Cfp®? Overview
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Quick answer
Jim Steffen, Cfp® is listed as CEO & Founder of Trott Brook Financial at Trott Brook Financial, Inc., based in Anoka, Minnesota, United States. AeroLeads shows a work email signal at trottbrookfinancial.com, phone signal with area code 763, 631, and a matched LinkedIn profile for Jim Steffen, Cfp®.
Jim Steffen, Cfp® previously worked as CEO & Founder at Trott Brook Financial, Inc. and Financial Advisor at Focus Financial. Jim Steffen, Cfp® holds Bachelor'S Degree, Business/Managerial Economics from University Of Saint Thomas.
Company email context
Email format at Trott Brook Financial, Inc.
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{first}@trottbrookfinancial.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jim Steffen, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jim Steffen, Cfp®
I founded Trott Brook Financial, Inc., in 2002 with a desire to offer financial advice as independently, transparently and objectively as possible. The industry has evolved and changed dramatically since I started in the insurance business in 1991. Today we are a Registered Investment Advisory (RIA) firm offering financial planning and investment management services to our family of clients. Our Trott Brook team takes pride in delivering a superior experience from the moment you walk through our door. If the relationship with your advisor is less than superior, we'd love to show you the Trott Brook way. Visit us at trottbrook.com or at our office in Anoka, Minnesota.
Listed skills include Investments, Retirement Planning, Estate Planning, Retirement, and 27 others.
Current workplace
Jim Steffen, Cfp®'s current company
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Trott Brook Financial, Inc.
3 roles
Jim Steffen, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Focus Financial
Financial Advisor
Jun 1999 - Dec 2002
Jun 1991 - Jun 1999
2 education records
Jim Steffen, Cfp® education
Bachelor'S Degree, Business/Managerial Economics
Education record
Anoka High School
FAQ
Frequently asked questions about Jim Steffen, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jim Steffen, Cfp® work for?
Jim Steffen, Cfp® works for Trott Brook Financial, Inc..
What is Jim Steffen, Cfp®'s role at Trott Brook Financial, Inc.?
Jim Steffen, Cfp® is listed as CEO & Founder of Trott Brook Financial at Trott Brook Financial, Inc..
What is Jim Steffen, Cfp®'s email address?
AeroLeads has found 1 work email signal at @trottbrookfinancial.com for Jim Steffen, Cfp® at Trott Brook Financial, Inc..
What is Jim Steffen, Cfp®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 763, 631 for Jim Steffen, Cfp® at Trott Brook Financial, Inc..
Where is Jim Steffen, Cfp® based?
Jim Steffen, Cfp® is based in Anoka, Minnesota, United States while working with Trott Brook Financial, Inc..
What companies has Jim Steffen, Cfp® worked for?
Jim Steffen, Cfp® has worked for Trott Brook Financial, Inc., Focus Financial, and Massmutual Companies.
How can I contact Jim Steffen, Cfp®?
You can use AeroLeads to view verified contact signals for Jim Steffen, Cfp® at Trott Brook Financial, Inc., including work email, phone, and LinkedIn data when available.
What schools did Jim Steffen, Cfp® attend?
Jim Steffen, Cfp® holds Bachelor'S Degree, Business/Managerial Economics from University Of Saint Thomas.
What skills is Jim Steffen, Cfp® known for?
Jim Steffen, Cfp® is listed with skills including Investments, Retirement Planning, Estate Planning, Retirement, Securities, 401K, Finance, and Financial Planning.
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