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portrait of Steve Wright
FINANCIAL ADVISOR

Steve Wright

AAMS™, CRPC™
307 N Cascade St Suite 200, Osceola, WI 54020opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Steve

I grew up in the St. Croix Valley area and graduated from Stillwater High School. My wife, Michelle, and I were raised in households that enjoy spending time outdoors. Countless hours have been spent watching bobbers, applying aloe to sunburns, scratching bug bites, telling tall tales at deer camp, warming up frozen toes and making s'mores while enjoying the smells of a roaring campfire. We feel fortunate to continue these traditions with our family as well!

I am excited to say that we are now officially Osceola area residents! After spending over 20 years in Woodbury, MN, raising our two...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • New Investors
  • College Savings
  • Business Retirement Plans

Work History

  • Edward JonesJuly 2019 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Michigan Technological UnivBachelor of Science

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Fishing
  • Hunting
  • Football

Team Members

  • Kim Phillips
    Sr. Branch Office Administrator
    FPQP®
  • Gina Schmalz
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(715) 294-1614

Fax

(877) 370-4121

Office Address

307 N Cascade St Suite 200
Osceola, WI 54020opens in a new window

Mailing address

P O Box 367
Osceola, WI 54020

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