Advisor profile


My approach

Steve Rohde - My approach photo

Build confidence in your financial future

Answer a few questions to see where you stand across key financial areas. Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness, and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow.

Steve Rohde - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Family Finances
  • Investment Management
  • Wealth Preservation Strategies
  • Insurance
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 3 - National Commodity Futures Examination
  • Life and Health Insurance

Education

  • MS Systems Management, University of Southern California
  • MA National Security and Strategic Studies, Naval War College, Newport, RI
  • B.S. Aviation Management, Southern Illinois University, Carbondale, IL

Interests

  • Spending time with my family
  • Running
  • Performance car collecting
  • Archery
  • Foreign languages - I speak Spanish, French and some Arabic

Professional associations

  • Phi Kappa Phi