Steve Handeland

Managing Partner

Steve has been in the financial services industry for 40 years.  In his career he has worked with and consulted on over 100 retirement plans. Steve's areas of expertise include private wealth management, 401(k) plan management, and nonqualified deferred compensation. In 2022, Steve and Nick expanded their practice by establishing Edge Wealth Management.  His philosophy is simple: to help businesses and individuals set and achieve their financial goals. Steve graduated from the University of Iowa with a degree in finance.


LICENSES & DESIGNATIONS

Accredited Investment Fiduciary (AIF®)

Chartered Financial Consultant (ChFC®)

Chartered Life Underwriter (CLU®)

Chartered Retirement Plans Specialist (CRPS®)

Chartered Mutual Fund Counselor (CMFC)

Registered Employee Benefits Consultant (REBC®)

Registered Health Underwriter (RHU)

Series 63 - Uniform Securities Agent State Law Examination

Series 7 - General Securities Representative Examination

Series 6 - Investment Company Products/Variable Contracts Representative Examination

Series 51 - Municipal Fund Securities Principal Examination

Series 24 - General Securities Principal Examination

SIE - Securities Industry Essentials Examination


EDUCATION

Bachelor of Business Administration Degree in Finance – University of Iowa 

Phone 616-299-2932
E-mail