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Address:

WISCONSIN OFFICES
3870 South 108th Street | Greenfield, WI 53228
414.545.0404

1285 Sunnyridge Road, Suite 103 | Pewaukee, WI 53072
262.691.2450

403 West 8th Street (Woodford State Bank) | Monroe, WI 53566
608.287.4216

4433 North Oakland Avenue, Suite D | Shorewood, WI 53211
262.293.3609


MINNESOTA OFFICE
7900 International Drive, Suite 300 | Bloomington, MN 55425
651.328.0993

NEVADA OFFICE
7495 West Azure, Suite 100 | Las Vegas, NV 89139
702.515.4000

Phone:

Seminars

Identity Theft & Credit Protection Workshop

You Are Invited

to our

Identity Theft & Credit Protection Workshop
Wednesday, November 18th, 2015 6:30-8:00 pm

  • Guest Speaker: Tedd Repass, Prudential

  • IT Security Specialist: Ryan Condon

  • Join us for a discussion on way to safeguard your identity.  

  • *Hear ways to reduce your risks and limit potential losses from debit and credit card fraud & theft. 

  •  
  • *The paper trail from your mailbox can be one of your greatest exposures. Understand how to safeguard your personal and financial information. 

  • Gain valuable insight on how to strengthen and increase security of your passwords. 

  •  
  • *Data breaches happen almost daily. Learn best practices and what to do if your information becomes compromised. 


Seating is limited so please RSVP

When: Tuesday, October 24, 2017 - 6:00 PM - 7:30 PM
Where: ClearStep Financial
3870 South 108th Street
Greenfield, WI 53228
Host: ClearStep Financial
Phone: 414.545.0404
 

Insights on Today's Market & Economy - MN

You're invited to a presentation

Investing for Today's Markets - Minnesota

Guest Speaker: Thomas Campbell

Thomas is a devoted advocate of Tactical Active Management.  He is married with two children & loves, family, church, golf, home schooling & politics.

Discussions will focus on:

  • Ideas for investing in today's markets
  • Updates on the economy.
  • Q&A

When: Thursday, October 26, 2017 - 6:00 PM - 7:00 PM
Where: ClearStep Financial
7900 International Drive, Suite 300
Bloomington, MN 55425
Host: ClearStep Financial
Phone: 651.328.0993
 

Getting Started & Updates Program - MN

You are Invited to our

Getting Started & Updates Program

 

Join us for coffee & donuts & discuss:

  • Updates on the active tactical investment management strategies

  • The keys to success in the ClearStep Partnership Program

  • Your income potential with ClearStep Financial

When: Saturday, October 28, 2017 - 9 am to Noon
Where: ClearStep Financial
7900 International Drive, Suite 300
Bloomington, MN 55425
Host: ClearStep Financial
Phone: 651.328.0993
 

Partnership Overview - Greenfield, WI

You are Invited to our Partnership Overview


Join us for refreshments & learn about our partnership programs
  • Learn how you can earn additional income as a solicitor by working with a licensed advisor.
  • Hear about the investing programs we use to help our clients meet their financial goals.

When: Tuesday, November 7, 2017 - 6:00 PM - 7:00 PM
Where: 3870 South 108th Street
Greenfield, WI 53228
Host: ClearStep Financial
Phone: 414.545.0404
 

Women & Wealth - MN Event

You are invited to a special evening of fun and empowerment designed especially for women

  • Your life is a journey, chart your own course!
  • Did you know?...Confidence grows with advice
  • Discover Key Retirement Concepts
  • Plan for the expected - Prepare for the unexpected

With a style that’s enthusiastic and energetic, Carla Zevnik-Seufzer & Cassandra Brashier will inspire you with tools and knowledge to have confidence for your retirement future. They show women how important and easy it is to understand their options and she will enlighten you to step up and take charge of your own financial future.

*Guest are welcome* 

*Wine & Refreshments will be served*

 

When: Thursday, November 9, 2017 - 7:00 PM
Where: Clearstep Financial
7900 International Drive, Suite 300
Bloomington, MN 55425
Host: ClearStep Financial
Phone: 651.328.0993
 

What Matters Most - Women's Event - Greenfield, WI

You are invited to a Women's Event

What Matters Most - A women's guide to an inspired retirement strategy

Enjoy a special evening of fun and empowerment designed especially for women

  • Your life is a journey, chart your own course!
  • Did you know?...Confidence grows with advice
  • Discover Key Retirement Concepts
  • Plan for the expected - Prepare for the unexpected

 

RSVP

Seating is limited so please RSVP. Contact your Advisor or enroll online

When: Wednesday, November 15, 2017 - 6:30 PM
Where: ClearStep Financial
3870 South 108th Street
Greenfield, WI 53228
Host: ClearStep Financial
Phone: 414.545.0404
 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck