Steven L. Prom, MSF, Senior Investment Advisor
Steve has over ten years of experience within the financial service industry as an investment professional managing wealth for individual families and corporate retirement plans. He provides clients with wealth planning services including conducting investment portfolio analysis and reviews, implementing individual executive financial plans, and providing retirement planning education for the employees of corporate clients.
Steve received his Masters of Science in Finance from DePaul University and has an undergraduate degree from Saint Cloud State University with a concentration in Finance and Economics. Steve exclusively offers investment advisory services through Financial Concepts, Inc. a Registered Investment Advisor.
Steve works with corporate plan sponsors within the Financial Concepts retirement division as a relationship manager to perform fiduciary investment reviews and provide employee education and consultations.
“Our team of dedicated professionals partner with you to understand your business.”