Steven Bragg

Steven Bragg

Financial Advisor

Personal Profile
Steven's goal is to positively influence local communities through financial education, planning, and coordination with their goals. Steven is active in this through corporate education events, working one on one with individuals, and educating youths locally through Junior Achievement volunteering.

Specialty

  • Retirement planning
  • Estate planning
  • Tax planning strategies
  • Risk management (insurance)
  • Investment management
  • Education planning

Education and Honors
University of Iowa

  • Bachelor’s Degree in Business Administration

Professional Accreditations

  • Series 7 and 66 securities licenses
  • Life and Health Insurance Licenses

Interests and Hobbies
Steven and his wife, Lindsey, 2 boys – Atticus 6 and Lincoln 4, and a baby girl, Emersyn. Steven and Lindsey enjoy time with friends and family, and just relaxing with the boys at the park down the street where they often play Frisbee golf. When not outside or involved in one of the kids activities, they enjoy playing board games and card games. Other passions include taking a drive in the 1974 Chevy Nova that Steven, his dad, his late great Uncle, and many other families helped restore when Steven was a teen. On Saturdays during football season Steven being a lifelong cyclone fan and an Iowa Alum, cheers on both teams.

Favorite Restaurant: Huhot
Favorite TV Show: Brooklyn 99
Hobbies: Sand Volleyball, frisbee golf with Steven’s 2 boys and friends, board games, card games and pretty much any other sport
Favorite quote: “Everyday you get to make the choice to get better or get worse.”
Bucket List: Take my wife on her dream vacation