Stephen Husten

I help people retire comfortably | Financial Advisor at Midwest Secure Retirement

Role
Financial Advisor at Midwest Secure Retirement
Location
Minneapolis, MN, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Stephen Husten

The greatest financial risk of our time is how to provide for a retirement which lasts for 30 years or longer. I focus my practice on strategies that help my clients feel comfortable that they will not run out of money in retirement. I also focus on protection against market losses, health care costs, adequate liquidity, and estate planning decisions before and during retirement.I enjoy performing music, playing hockey, cycling, and spending time with loved ones. I currently reside in the east metro with Patti, my significant other and good friend since the age of 12. I have two children I love dearly and of whom I am very proud.Stephen Husten is authorized to conduct life insurance and securities business in Minnesota and may be licensed in other states. Financial Professionals cannot conduct life insurance or securities business in states in which they are not licensed.Stephen Husten offers products and services using the following business name: Midwest Secure Retirement – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Midwest Secure Retirement.Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.All of the endorsements and/or client testimonials posted on this LinkedIn page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

Experience

  1. Financial Advisor

    Midwest Secure Retirement

    Jun 2017 — Present · Minneapolis, MN, US

    As part of Midwest Secure Retirement (MSR), I employ an approach that gives you a personalized road map that helps balance financial growth and risk. By focusing on the income your assets must generate in retirement, we can tactically align growth potential and risk reduction.I grew up in a military family and lived in many states before settling in St. Paul. I started my career as a financial advisor at IDS Financial services in 1991, where I spent 14 years working with families and small businesses. I earned my ChFC® designation in 2001. In 2005, I was offered a position at Woodbury Financial Services and sold my practice. This led to leadership positions at Woodbury Financial, Ameriprise Financial, and Portico Benefits Services. My heart led me back to working with clients, and in 2017 I joined Midwest Secure Retirement.

Education

  • University of St. Thomas - Opus College of Business

    Master of Business Administration (MBA) - In Progress, Business Administration and Management, General

    1995 — 1996

  • St. Cloud State University - Herberger Business School

    BS, Finance

    1987 — 1991

Skills

  • Series 63
  • Fixed Annuities
  • Ria Development and Growth
  • Formerly Held Property and Casualty Licenses in Multiple States.
  • Formerly Held Life, Health and Disability Licenses in Several States.
  • Mutual Funds
  • Risk Management
  • Holistic Financial Planning
  • Retirement Planning
  • Finra
  • Business Strategy
  • Employee Benefits Planning
  • Certified Financial Planner
  • Financial Goals
  • Asset Based Long Term Care
  • Financial Planning
  • Variable Products
  • Series 7
  • Life Insurance
  • Finance
  • Wholesale Operations
  • Annuities
  • Strategic Negotiations
  • Building Strong Business Relationships
  • Training Delivery
  • Insurance
  • Series 24
  • Mentoring of Staff
  • Mentoring New Hires
  • Long Term Care Insurance
  • Disability Insurance
  • Wealth Management
  • Financial Services
  • Investment Advisory Services
  • Financial Advisory
  • Protection Strategies
  • Strategic Financial Planning
  • Sales
  • Building World Class Teams
  • Maximizing Top-Line P&L

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Stephen Husten — Financial Advisor at Midwest Secure Retirement in Minneapolis, MN, US | Unifers