Steve Shelgren, Shelgren Financial Group, Inc. (Renton, WA)

3900 East Valley Road Suite 202 Renton, WA

Steve has been helping people plan for sound financial futures for more than 25 years. His professional objective is to assist his clients in identifying and attaining their financial goals through conscientious planning and diversified investing. Over the years, Steve has gained widespread recognition for his extensive knowledge and expertise in the field of retirement plans (403(b)) and investments, and has been frequently invited to speak on these subjects at conferences and seminars.

Contact Information

Phone:
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Personal Website:
http://www.shelgrenfinancial.com

About mi Business

About mi Financial Service

Financial Service Category
Investment Advisor, Financial Insurance / Protection, Retirement Planning
Finance Credentials
CFP - Certified Financial Planner
Years of Experience
25-29

Professional Affiliations

Affiliation

President's Councils of five A+ Rated Insurance Companies

Education

School Name

Location

Dates Attended

Degree

Major

Minor

Greek

Activities and Societies

Western Oregon University

    

Bachelor's

Mathematics and social sciences

Education

    

Certification/Licensure

Name

Description

Date

Investment Advisor Representative of Shelgren Financial Group, Inc.

   

Certified Financial Planner (tm)

    

Registered Principal of Securities Dealers (Series 24, 51)

    

General Securities Representative (Series 7 & 63)

    

Disablity insurance license

    

Life insurance license

    
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