ClearStep Financial Information
Contact top employees from
ClearStep Financial
Summary
At ClearStep Financial our name is our mission: We are with you every step of the way.
As financial advisors and fiduciaries, our process is straightforward and transparent. Like the cust...Show more
Organization Website | clearstepfinancial.com |
Social Links |   |
Phone Number | +1 414 545 0404 |
Industries | |
Headquarters Location | 3870 South 108th Street, Greenfield, WI, 53228 US |
Employees Size | 10-50 employees |
Specialties | Investment Management, Insurance, Financial Planning, Retirement, College Planning, Long-Term Care, 401k, IRAs, Roth IRAs, Business Owners, Saving, Investing, Annuities |
Founded | 2013 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at ClearStep Financial shows a diverse range of experience levels:
8% have been with the company for less than 1 year8% for 3–4 years8% for 5–7 years23% for 8–10 years54% have over 11 years of service at ClearStep FinancialContact top employees from
ClearStep Financial
Carla Zevnik
President
Michael Massey
Investment Advisor
Angela ‘Zevnik’ Girtz
Associate
Thomas Stauffacher
Investment Representative
Nathan Olsen
Financial Advisor
Steven Marden
Financial Advisor
David Zevnik
Licensed Associate
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FAQ
ClearStep Financial operates in the Finance industries. More details can be found on the official website: clearstepfinancial.com.
The headquarters of ClearStep Financial are located in Greenfield, United States.
You can contact ClearStep Financial by phone at +1 414 545 0404.
ClearStep Financial currently employs 10-50 people.
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