Steve Handeland

CLU, ChFC, REBC, CMFC, RHU, CRPS

Financial Advisor

Steve has been in the financial services industry for over 32 years. Steve is a graduate of the University of Iowa with a BBA Degree in Finance. He holds six designations and seven licenses. Steve has worked and consulted on hundreds of retirement plans throughout his career. He works one-on-one with retirement plan clients and participants in the areas of asset allocation, retirement planning, and overall wealth management.

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


IMPORTANT CONSUMER INFORMATION: Steve Handeland may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by Steve Handeland that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he represents, contact your state securities law administrator.

Securities are offered through Principal Securities, Inc., 800/247-1737, Member SIPC. Principal Securities is a members of the Principal Financial Group, Des Moines, IA 50392. Steve Handeland Principal Securities Registered Representative, Financial Advisor. Advantage Benefits is not affiliated with Principal Financial Group

Newsletter

Testimonials

Our President's Council spent a solid hour this week discussing health, dental, and vision options based on the work you and we have been working on since late last fall. The group found the materials presented to be informative and helpful, so they specifically asked that I share with you their appreciation for all the work that has been put into this issues so far. They were appreciative of both the content, and the timing. In some years it has been early May before we could have that discussion, which is way too late in the cycle and so they wanted me to also express appreciation for having this on a much more helpful timeline to give ample opportunity to consider the options, and to make timely decisions.

Jerry Scoby
Ferris State University