We found the following information about Steve Visser at OnPath Financial, LLC, where this professional has worked as a Partner since 2009. Steve's total work experience is over ten years, during which time the professional had at least three jobs at different places to develop skills. Steve studied at the Calvin College from 1994 to 1998. Steve currently is located in Chicago, Illinois. You can contact with Steve by searching for phone number or email or find exhaustive info by requesting access to Steve Visser's further details from us.
Name variants:
Stephen Visser
Last updated Jun 20, 2024
Contact Information
Workplace
Partner
Saint Charles, IL
Industry
Investment Management, Business Services/Investment Advisory Service
Colleagues
Work History
Partner
Naperville, IL
As a Partner with OnPath Financial, I am able to bring significant resources to my clients to make their lives easier. From our tactically managed ETF & mutual fund portfolios, to our q...
from 2009
Owner
Naperville, IL
Opened Retirement Planning Solutions, Inc. in Naperville and many of my former clients followed me to my new firm where I continued to help them save and plan for their retirement. Over the...
2003 — 2009
Financial Advisor
Received great training at A.G. Edwards and slowly built a successful client base over these first 4 years. By 2003, the entrepreneur in me was ready for more independence and control over ...
1999 — 2003
Education
1994 — 1998
1990 — 1994
Occupations
Executive
Partner
Advisor
Owner
Chief Executive
Skills
Estate Planning
Investment Management
Retirement Planning
Wealth Management
Strategic Financial Planning
Investment Advisory
401k Rollovers
Mutual Funds
FAQs about Steve Visser
What's the profession of Steve Visser?
This professional's job is Partner-- a Naperville Wealth Management Firm
What are the main profession of Steve?
These person's professions are Executive and Partner
Where does Steve Visser live?
The expert currently lives in Chicago, Illinois.
How many companies did Steve Visser work at?
Steve Visser worked at three jobs.
Does Steve Visser have personal webpage or blog?
This professional`s website is http://www.onpathfinancial.com, http://financialpicture.com/OnpathFinancial/boxvideo.html, and http://lplfinancial.lpl.com/media/client_video.html.
Where has Steve Visser studied?
Steve studied at the Calvin College from 1994 to 1998.
Are there any industries, that Steve Visser is connected to?
This professional works in Investment Management industry.
Are there any professional skills Steve Visser has?
Steve Visser has skills in the following areas: Estate Planning, Investment Management, Retirement Planning, Wealth Management, Strategic Financial Planning, Investment Advisory, and 401k Rollovers.