Our Wealth Management Advisors
Steve Prom , CFP®, MSF
Vice President
Steven is a vice president on the Wealth Management team of NFP’s Minnesota office. Steven is an investment advisor for corporate retirement plans, and regularly meets with leadership to manage the fiduciary process for the benefit of their employees.
He also coordinates education and financial planning as part of wellness programs for corporate clients. This provides a high touch and more personal experience for employees giving them support to measure and stay on track for financial and retirement planning. Steven’s skills in individual retirement income planning include cash flow analysis, investment management, income tax review and family legacy planning.
Steven started in the financial services industry in 2000 and has many years of advisory experience. He earned his degree in Finance and Economics at St. Cloud State University and his Master’s degree in Finance at DePaul University. He is a CFP® professional and holds his Series 65 and Series 66 licenses.
Steven is involved in his community and is part of Lord of Life Lutheran Church and Redeem Christian Academy. Steven and his wife, Alison, have two children, Cole and Eddie. He also enjoys canoeing and hiking in the boundary waters and home gardening.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures