Advisor profile


My approach

Steven J Gehrke - My approach photo

The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with me, any time from any device.In one secure, convenient online space, you can:

· Track your goals and progress

· Connect and share information with me

· View, store and organize your financial documents

· Transfer funds, and much more

Register today at ameriprise.com, or contact me for help getting started.
Steven J Gehrke - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Family Finances
  • Insurance
  • Saving for Education
  • Intergenerational Planning
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLTC® Certified Long Term Care®
  • MBA - Carlson School of Management

Education

  • Universty of Minnesota - BS in Economics
  • Carlson School of Management - MBA in Finance

Interests

Steve and his family have lived in Lakeville, Minnesota since 1999. Tracy Gehrke works as a Regional Sales Director for RiverSource Life Insurance. Together they have four daughters: Chelsea, Catherine, Chloe & Camille. The girls attend school in Farmington, Minnesota.

Other interests include:

  • Gophers football
  • USA Swimming Official
  • Camping
  • Kayaking
  • Board games
  • Home brewing

Community participation

Awards & recognition

  • Five Star Wealth Manager, 2014-2021