ClearStep Financial helping everyday Americans secure their financial future through thoughtful and strategic financial planning and education. 

We start by getting to know you — your goals and your dreams for the future. We offer unbiased financial advice, recommending a roadmap suited to your situation, helping to ensure every step of your financial journey is well mapped out

CONNECT

Address:

WI Offices
Greenfield - 414.545.0404
Monroe - 608.287.4216
Pewaukee - 262.691.2450.
Shorewood - 262.293.3609

MN Office
Bloomington - 651.328.0993

Phone:

Dave Johnson

Dave Johnson

Financial Professional

Business Philosophy & Background

As a resident of the “Lake Country” area, I have been helping moderate to high income individuals, families and small businesses prioritize and make informed choices when saving and investing for the financial concerns that are most important to them. A graduate of Marquette University with a specialization in finance, I have been helping Southeast Wisconsin area residents since 1995.

 

Areas of Focus

The primary concerns if my clients generally are:

  • Developing strategies to fund retirement lifestyle choices
  • Addressing insurance concerns
  • Debt and Tax control
  • The children’s future accessibility to higher education
  • Providing funding to support Life Care Independence in later life

 

Registrations & Designations

            Series 7 – General Securities Representative (effective 7/27/1993)

            Series 63 – Uniform Securities Agent State Law Examination (effective 9/9/1993)

            Series 66 – Uniform Combined State Law Examination (effective 3/29/2005)

            Wisconsin Life and Health Insurance License (inception date 10/18/93)

 

Member Organizations

            Multiple Business Networking Groups

            Member WI-CPA Organization

            Bo-Boen Snowmobile Club – St. Germain, WI

            Local car collector events

            Former McKinley Marina slip tenant and current boat owner

Phone 414-545-0404
Mobile Phone 414-426-2585
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck