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:

Meet Our Team

 

Administrators

  • Carla Zevnik-Seufzer

    President

  • Kevin Seufzer

    Vice President

  • Dianna Bednar

    Financial Professional

  • Cassandra Brashier

    Financial Professional

  • Adam Hub

    Financial Professional

  • Marc Buckwalter

    Financial Professional

Financial Professionals

  • Patricia Beine

    Financial Professional

  • Christine Freiheit

    Financial Professional

  • John Girtz

    Financial Professional

  • Ken Hacker

    Financial Professional

  • Dave Johnson

    Financial Professional

  • Mike Massey

    Financial Professional

  • Kimberly Schreiber

    Financial Professional

  • Michael Skalitzky

    Financial Professional

  • Thomas Stauffacher

    Financial Professional

Associates

  • Gary Arnevik

    Associate

  • Jayne Bergquist

    Associate

  • Denise Drum

    Associate

  • Sara Lloyd

    Associate

  • Joe Maly

    Associate

  • Steven Marden

    Associate

  • Paula Martin

    Associate

  • David Thesing

    Associate

  • Angela Zevnik

    Associate

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck