Steven K. Freel

Steven K. Freel CLU, ChFC, CFP® | Advisor

I began my investment and insurance career in 1982, after managing our family farm in eastern Iowa and graduation from the University of Colorado-Boulder with a B.S. degree in Business Management. I was fortunate to be mentored by a great gentleman with estate and insurance expertise, enabling me to expand my practice to financial planning as a Certified Financial Planner (CFP®) Practitioner. Since 1982 I have been a member of the National Association of Insurance and Financial Advisors.

Having remained an independent advisor throughout my career has allowed me to assist clients in developing a personalized plan to best serve them and their heirs. After some 34 years I regularly see firsthand the benefits of proper estate and financial planning. I feel privileged to offer this expertise.

My wife, partner and best friend, Janis, the secret to my success. Spending time riding my horse, keeping up with activities of our children and grandchildren, and returning to the Colorado Mountains as often as I can provide the balance to my life.

 

__________________________________________

* Registered Representatives of and securities offered through Cambridge Investment Research, Inc., a broker dealer, member FINRA/SIPC. Investment Advisor Representatives, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Vision Financial Group are separate companies and not affiliated.  

Check the background of firms and investment professionals on FINRA's BrokerCheck at http://brokercheck.finra.org

 

Communication is strictly intended for individuals residing in the states where these representatives can conduct security business. Ryan Elenbaas: AL, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, MI, MN, MO, MT, NC, NY, OH, SC, SD, TX, WI, WY / Nate Weeber: AK, CO, IN, MI, OH, SC / Joel Palmbos: AL, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, MI, MN, MO, MT, NC, OH SC, SD, TX, WI / Jim Hill: AZ, FL, MI, OH / Steve Freel: AZ, CA, CO, FL, GA, ID, IL, IN, KY, KS, MI, MN, MO, MT, NC, NJ, OH, SC, SD, TN, TX, WI, WV, WY