Steven Bragg, CFP®, CLTC®
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 and serving on the Board of Directors for the Boys & Girls Club of the Corridor.
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
- CLTC®
- CERTIFIED FINANCIAL PLANNER® professional
Interests and Hobbies
Steven and his wife, Lindsey, two boys – Atticus and Lincoln, and daughter Emersyn live in Steven’s hometown of Mount Vernon. Steven and Lindsey enjoy time with friends and family, and just relaxing with the kids at the park down the street, where they often play Frisbee golf. When not outside or coaching 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 two boys and friends, board games, card games, and pretty much any other sport
Favorite quote: “Every day you get to make the choice to get better or get worse.”
Bucket List: Take my wife on her dream vacation