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:

Denise Drum

Denise Drum

Associate

Business Philosphy & Background

Denise believes in people and believes in creating future comfort in retirement. Teach people and they will choose their desired outcome. Denise was born and raised in WI.  She has over 30 years in the human services industry.

Areas of Focus

Partnerships with financial professionals including attorneys and tax advisors to guide individuals and family members to plan and implement a financial strategy from savings through IRAs, insurance products or other client specific choices.

Registrations & Designations

  • Series 6, 63 & 65
  • Licensed in WI to offer: Life, Health, Annuities, Disability and LTC

Member Organizations

  • NASW (National Associations of Social Workers)
  • Interests in gardening, hiking, cooking Tai Chi, traveling and meeting new people
Phone 414.545.0505
Mobile Phone 262.366.0754
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck