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 specializes in 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)
 
FINRA Series 63 - Uniform Securities Agent State Law Examination
 
FINRA Series 7 - General Securities Representative Examination
 
FINRA Series 6 - Investment Company Products/Variable Contracts Representative Examination
 
FINRA Series 51 - Municipal Fund Securities Principal Examination
 
FINRA 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