Steven Bragg Cltc®

Steven Bragg Cltc® Email and Phone Number

Create a Holistic Approach to YOUR financial Plan @ Strategic Financial Solutions
Steven Bragg Cltc®'s Location
Cedar Rapids, Iowa, United States, United States
Steven Bragg Cltc®'s Contact Details

Steven Bragg Cltc® work email

Steven Bragg Cltc® personal email

Steven Bragg Cltc® phone numbers

About Steven Bragg Cltc®

Who I am:• I'm a family man. I'm a dad to 2 amazing boys Atticus and Lincoln who love playing cars and dinosaurs. My wife Lindsey is my rock and best friend. • I grew up and still live in the small town of Mt.Vernon, where everyone is a neighbor. I want to bring that small town feel to you and your families goals, where clients become like family and look out for each other.• I work with you, your family, and your business on managing and coordinating your financial goals. Your goals are important, so aren't they at least worth planning for?Services my clients value that I do :✅ Dream retirement planning✅ Estate planning / Advanced legacy planning✅ Education savings✅ Financial and income protection strategies✅ Account consolidation - people will have 10 careers on average throughout their life, that's 10 retirement accounts plus all their other goals✅ Advanced financial goal planning✅ Advanced tax planning✅ Business retirement plans (we work with over 80 plans and 11,000+ participants within the plans)✅ Advanced retirement planning for business owners✅ Your goals- they're important to you and to me. Let's discuss and plan for themI want to help everyone I can, yet specialize in working with :☑️ Engineers☑️ Realtors☑️ Medical professionals (I come from a family of nurses) ☑️ Law enforcement (many law enforcement in my family) ☑️ Business owners☑️ You 😁 and those you care about💻Message me on here📧Email me at steven@retiresfs.com📱Call me at 319-730-1033 (no solicitors)📅Schedule a call/appointment at https://calendly.com/myadvisor1Licensed to sell Life Insurance, Disability insurance, Long Term care insurance, and group benefitsSecurities and advisory services offered through Commonwealth Financial Network®, member  www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.  Strategic Financial Solutions 222 3rd Ave SE STE 280 Cedar Rapids, IA 52401 (319) 730-1033. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Steven Bragg Cltc®'s Current Company Details
Strategic Financial Solutions

Strategic Financial Solutions

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Create a Holistic Approach to YOUR financial Plan
Steven Bragg Cltc® Work Experience Details
  • Strategic Financial Solutions
    Financial Advisor
    Strategic Financial Solutions Nov 2021 - Present
    Cedar Rapids, Iowa, Us
  • Edward Jones
    Financial Advisor
    Edward Jones Mar 2020 - Sep 2021
    St. Louis, Mo, Us
  • Denver Mattress Co.
    Sales Manager
    Denver Mattress Co. Feb 2013 - Mar 2020
    Denver, Colorado, Us
    Managed sales, operations, logistics. Set multiple records during employment most recently record sales in 2019.
  • Sears Holdings Corporation
    Appliance Salesman
    Sears Holdings Corporation Jan 2012 - Mar 2013
    Chicago, Il, Us
    Determined customer preferences on appliances and matched the customer to the right products. Sold service warranties, credit cards, and installation services. Provided management support on inventory management, display setups, and customer relations as I was empowered to do overrides. Also setup service for customers needing products to be repaired or maintained.
  • Sears Holdings Corporation
    Electronics Salesman
    Sears Holdings Corporation Jul 2010 - Jan 2012
    Chicago, Il, Us
  • Sears Holdings Corporation
    Lawn And Garden Specialist
    Sears Holdings Corporation Jun 2007 - Jul 2010
    Chicago, Il, Us

Steven Bragg Cltc® Skills

Accounting Finance Financial Reporting Financial Analysis Managerial Finance Cash Flow Strategic Planning Mergers Financial Modeling Due Diligence Budgets Corporate Finance Internal Controls Gaap Sarbanes Oxley Act Financial Management Public Companies Sec Reporting Private Companies Financial Projections Projections Fundamental Analysis

Steven Bragg Cltc® Education Details

  • The University Of Iowa Tippie College Of Business
    The University Of Iowa Tippie College Of Business
    Business
  • Kirkwood Community College
    Kirkwood Community College
    Business

Frequently Asked Questions about Steven Bragg Cltc®

What company does Steven Bragg Cltc® work for?

Steven Bragg Cltc® works for Strategic Financial Solutions

What is Steven Bragg Cltc®'s role at the current company?

Steven Bragg Cltc®'s current role is Create a Holistic Approach to YOUR financial Plan.

What is Steven Bragg Cltc®'s email address?

Steven Bragg Cltc®'s email address is br****@****ail.com

What is Steven Bragg Cltc®'s direct phone number?

Steven Bragg Cltc®'s direct phone number is +130388*****

What schools did Steven Bragg Cltc® attend?

Steven Bragg Cltc® attended The University Of Iowa Tippie College Of Business, Kirkwood Community College.

What skills is Steven Bragg Cltc® known for?

Steven Bragg Cltc® has skills like Accounting, Finance, Financial Reporting, Financial Analysis, Managerial Finance, Cash Flow, Strategic Planning, Mergers, Financial Modeling, Due Diligence, Budgets, Corporate Finance.

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