Stephen Spicer, Cfp® Email & Phone Number

After operating under the umbrella of a large brokerage firm for over five years, Stephen came to realize that his personal investment strategy was incongruent with what he was supposed to, or even allowed to, recommend. He grew increasingly uncomfortable with the prescribed advice. Unafraid to challenge the traditional paradigms of a broken system, Stephen built Spicer Capital to address his clients (and his own) investment and financial planning concerns. He explains many of those concerns and how Spicer Capital is different in this video:

Stephen has an extensive understanding of real estate and investments in general. Through Spicer Properties he purchased his first rental unit in November, 2008. With the help of his extremely competent team, this portfolio has grown exponentially ever since. Today it is comprised of over 20 rental units.

Stephen has managed Steve Spicer Land & Development as its trustee since the passing of his father in 2012. Stephen actively works to shift this multi-million dollar portfolio from primarily speculative real estate investments to income producing properties, both commercial and residential. Today it is comprised of over 45 rental units alongside roughly a dozen speculative properties.

Milwaukee, Wi, Us

Stephen understands complex financial issues and how they can affect life goals. He worked with clients to fully understand their situation and looked to build a relationship that would serve their needs over time.

Bachelor Of Science In Business Administration, Finance - Investments

Education record

Education record

Education record