Steve Lebens
CFO - Director Wealth Management
- Role
- Director Wealth Management, CFO at Lebens Advisory Group
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Steve Lebens
WHAT I DO: Have you ever asked yourself \"Am I saving enough for retirement\" or \"Will my family be taken care of if something tragic happens to me\" or even \"Will I go broke in retirement\", these questions are just a few of the uncertainties I help people just like you solve. I take the time to learn your entire financial snap shot, your life long dreams and goals and then GO TO WORK creating a customized plan specifically for you!During Steve\'s professional career he has always continued his passion for wealth management by continuous education and learning. While working as a broker for Edward Jones with his Series 7 license, Steve felt like he wasn\'t able to dig deep enough into his clients needs to really supply them with the financial planning programs they needed. Steve successfully attained his Securities Law license and is now able to navigate deeper into each clients financial motivations and goals while establishing a proactive plan for their future. Relying on his real life experience of raising 4 children and running multiple business\', Steve can develop extensive financial plans for investors at every stage of life.Areas of expertise include stocks, bonds, mutual funds, etfs, investment real estate, fixed annuities as well as term, whole life, disability and long term care insurance products. As a Fiduciary, Steve is obligate to always act in his clients best interest! You will know exactly what you are paying in fees for the services being provided. Now that is refreshing.isn\'t it!You can contact me at 61••••••56(CT) or email S••••@LebensAdvisoryGroup.com
Experience
Director Wealth Management, CFO
Oct 2013 — Present
Education
University of North Dakota
Bachelors, Business Management
1987 — 1992
Skills
- Event Planning
- Budgets
- Direct Mail
- Advertising
- Marketing Communications
- Small Business
- Brand Development
- Management
- Team Building
- Customer Service
- Pricing
- Strategic Planning
- Leadership
- Marketing Strategy
- Wealth Management
- 529 Plans
- Sales
- Social Media Marketing
- Trade Shows
- Rental Real Estate
- Marketing
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