Steve Soma, Financial Advisor located in Madison, WI

Financial Advisor
Steve L Soma

AAMS®, CRPC™
2323 Crossroads Dr Suite 190, Madison, WI 53718opens in a new window
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Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Estate & Legacy Strategies
  • Special Needs Financial Considerations
  • Sustainable Investing

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Scuba Diving
  • Skiing
  • History and Museums
  • Fishing

Team Members

  • Pam VanderSanden
    Associate Financial Advisor
  • Brianna Kanoff
    Branch Office Administrator

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Office Information

Hours

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

Additional Hours

  • Web Conferencing

Phone

(608) 837-2700

Fax

(888) 672-2353

Office Address

2323 Crossroads Dr Suite 190
Madison, WI 53718opens in a new window

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