Stephen Madsen

Financial Advisor at Lake Elmo Financial

Role
Financial Advisor at Lake Elmo Bank
Location
Minneapolis, MN, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Financial Advisor

    Lake Elmo Bank

    Dec 1989 — Present

    We provide financial and investment advice to individuals, families and business owners. We specialize in working with families in transition-whether it be the birth of a child, death, divorce or family business transfer.Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a Broker-Dealer and Registered Investment Advisor. Investments are:*Not FDIC insured *May lose value *Not Financial Institution Guaranteed *Not a Deposit *Not insured by any federal government agency.Cetera is under separate ownership from any other named entity.

Education

  • St. Olaf College

    Bachelor’s Degree, Economics

    1984 — 1988

Skills

  • Retirement Income Strategies
  • Research
  • Training
  • Strategic Planning
  • Customer Service
  • Business Transition Planning
  • Microsoft Word
  • Retirement Planning
  • Leadership
  • Microsoft Office
  • Microsoft Excel
  • Project Management
  • Financial Planning
  • Financial Management Services
  • Management

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Stephen Madsen — Financial Advisor at Lake Elmo Bank in Minneapolis, MN, US | Unifers