Nov 2017 - Present
AeroLeads people directory · profile
Steve Koch Email & Phone Number
Partner and Wealth Manager at High Point Capital Group Planning & Wealth Management
at
High Point Capital Group Planning & Wealth Management
1 work email found
@highpointcapitalgroup.com
3 phones found area 414 and 212
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner and Wealth Manager at High Point Capital Group Planning & Wealth Management
Location
Greater Milwaukee, United States, United States
Who is Steve Koch? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Steve Koch is listed as Partner and Wealth Manager at High Point Capital Group Planning & Wealth Management at High Point Capital Group Planning & Wealth Management, based in Greater Milwaukee, United States, United States. AeroLeads shows a work email signal at highpointcapitalgroup.com, phone signal with area code 414, 212, and a matched LinkedIn profile for Steve Koch.
Steve Koch previously worked as Wealth Manager at High Point Capital Group Planning & Wealth Management and Financial Advisor, Financial Services Representative at Financial Solutions Group Wealth & Risk Management Services, Llc. Steve Koch holds Bachelor Of Sciences, Finance & Organizational Communications from University Of Wisconsin-Whitewater.
Company email context
Email format at High Point Capital Group Planning & Wealth Management
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{first_initial}{last}@highpointcapitalgroup.com
86% confidence
AeroLeads found 1 current-domain work email signal for Steve Koch. Compare company email patterns before reaching out.
Profile bio
About Steve Koch
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client's established goals. My personal goal is to become a lifetime resource for each and every client.Qualifications:Financial Advisor of MSIRegistered Representative of MSILicensed to sell Life & Health Insurance in WI and IL.Licensed to sell Securities in WI and IL.Personal Qualities:Hardworking, Motivated, Outgoing, and Knowledgeable.Organizations:UW-Whitewater Alumni AssociationMember of Milwaukee Historic SocietyMember of Elmbrook HumaneSecurities and investment advisory service offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic. See website: highpointcapitalgroup.com for additional information.
Listed skills include Investments, Life Insurance, Securities, Marketing, and 7 others.
Current workplace
Steve Koch's current company
Company context helps verify the profile and gives searchers a useful next step.
High Point Capital Group Planning & Wealth Management
AeroLeads page
7 roles · 20 years
Steve Koch work experience
A career timeline built from the work history available for this profile.
Financial Advisor, Financial Services Representative
Financial Solutions Group Wealth & Risk Management Services, Llc
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client's established goals. My personal goal is to become a lifetime resource for each and every client.
Jul 2007 - Oct 2017
Financial Advisor, Financial Services Representative
Jul 2007 - Jul 2016
Emerging Leaders Board Member
Jan 2013 - May 2015
Marketing Board
2009 - 2011
~2 yrs
Underwriter
Jul 2006 - Jul 2007
Underwriter
2006 - 2007
~1 yr
1 education record
Steve Koch education
-
University Of Wisconsin-Whitewater
FAQ
Frequently asked questions about Steve Koch
Quick answers generated from the profile data available on this page.
What company does Steve Koch work for?
Steve Koch works for High Point Capital Group Planning & Wealth Management.
What is Steve Koch's role at High Point Capital Group Planning & Wealth Management?
Steve Koch is listed as Partner and Wealth Manager at High Point Capital Group Planning & Wealth Management at High Point Capital Group Planning & Wealth Management.
What is Steve Koch's email address?
AeroLeads has found 1 work email signal at @highpointcapitalgroup.com for Steve Koch at High Point Capital Group Planning & Wealth Management.
What is Steve Koch's phone number?
AeroLeads has found 3 phone signal(s) with area code 414, 212 for Steve Koch at High Point Capital Group Planning & Wealth Management.
Where is Steve Koch based?
Steve Koch is based in Greater Milwaukee, United States, United States while working with High Point Capital Group Planning & Wealth Management.
What companies has Steve Koch worked for?
Steve Koch has worked for High Point Capital Group Planning & Wealth Management, Financial Solutions Group Wealth & Risk Management Services, Llc, Metlife, Elmbrook Humane Society, and Historic Milwaukee, Inc..
How can I contact Steve Koch?
You can use AeroLeads to view verified contact signals for Steve Koch at High Point Capital Group Planning & Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Steve Koch attend?
Steve Koch holds Bachelor Of Sciences, Finance & Organizational Communications from University Of Wisconsin-Whitewater.
What skills is Steve Koch known for?
Steve Koch is listed with skills including Investments, Life Insurance, Securities, Marketing, Sales, Management, Insurance, and Leadership.
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