JS
James Steffen
from Trott Brook Financial
James Steffen is a financial advisor based in Minnesota, Anoka,
with 34 years of experience. James currently works for
Trott Brook Financial.
James maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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James Steffen works at Trott Brook Financial
Trott Brook Financial is a financial advisory firm based in Anoka, Minnesota. It currently has approximately $97,393,000 of assets under management and employs about 2 people. Trott Brook Financial uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
4 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
3601 Thurston Ave, Suite 102, Anoka, Minnesota, 55303
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