Heidi Steffen
Office Manager at North Point Advisor Group
- Role
- Administrative Manager at North Point Advisor Group
- Location
- Eau Claire, WI, US
- LinkedIn followers
- 500 followers
About Heidi Steffen
The financial consultants at North Point Advisor Group are registered representatives with an securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks for FINRA and SIPC, please refer to \"Contact Info Section\" above Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and North Point Advisor Group are separate entities from LPL. For a list of states in which the financial consultants at North Point Advisor Group are registered to do business, please visit Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Experience
Administrative Manager
Nov 2021 — Present · Altoona, WI, US
Heidi Steffen is the Administrative Manager. Heidi joined our team in 2021. She works closely with the Client Services team ensuring the North Point Advisor Group client services standard of excellence is met. As a member of the Operations team, Heidi works to assist in maintaining a strong culture of compliance, implementing company polices and procedures, and elevating company culture and morale.
Education
The Real Estate Institute of Eau Claire
State of Wisconsin Real Estate Broker
2014 — 2014
The Yoga Center of Minneapolis
230 hour Certified Yoga Teacher
2017 — 2017
Cardinal Stritch University
Bachelor's degree, Business Management, Human Resource Management Certificate
2007 — 2010
Summit Schools
Life and Health Insurance Pre-licensing
2016 — 2016
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