Stein Financial Group Employee Directory

Stein Financial Group corporate office is located in 20 Washington Ave S Ste 150, Minneapolis, Minnesota, 55401, United States and has 11-50 employees.

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steinfinancialgroup.com

Employees by Department

Departments

Number of employees

Operations

Finance

Marketing

Key Employees of Stein Financial Group

EC
Erin Clauson
Marketing Coordinator
PhoneEmail
MG
Margie Goldfin...
Registered Administrative Assistant
PhoneEmail
JB
Jennifer Bates
Client Services Assistant
PhoneEmail
CM
Christianna Mu...
Client Experience Specialist
PhoneEmail
AG
Anthony Gerbi
Financial Advisor
PhoneEmail
PhoneEmail

Stein Financial Group Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Stein Financial Group

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Contact Name

Contact Info

Job Title

HQ Location

EC
Erin Clauson
Email Direct
Marketing Coordinator
United States , Minnesota , Minneapolis

MG
Margie Goldfine
Email Direct
Registered Administrative Assistant
United States , Minnesota , Minneapolis

JB
Jennifer Bates
Email Direct
Client Services Assistant
United States , Minnesota , Minneapolis

AG
Anthony Gerbi
Email Direct
Financial Advisor
United States , Minnesota , Minneapolis

CM
Christianna Mullins
Email Direct
Client Experience Specialist
United States , Minnesota , Minneapolis

Former Employees at Stein Financial Group

Explore people who held key positions, contributed to Stein Financial Group's success, and advanced their careers.

Brady Kisthart

CRM Analyst at Minnesota Sports & Ent...

Worked as Financial Advising Intern

at Stein Financial Group (2019-2019)

Direct

Mitch Taylor

Senior Salesforce Busi... at Inspira Financial

Worked as Intern

at Stein Financial Group (2020-2021)

Direct

Kimberly Hamlin

Wealth Advisor & Princ... at Allodium Investment Co...

Worked as Head of Operations, Financial Advisor

at Stein Financial Group (2021-2023)

Direct

Mask Content

Consultant and Team Le... at Accenture

Worked as Financial Operations Intern

at Stein Financial Group (2020-2020)

Direct

Mask Content

Marketing Intern at Oak Ridge Country Club

Worked as Marketing Intern

at Stein Financial Group (2020-2022)

Direct

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Frequently Asked Questions Regarding Stein Financial Group Employees

How many employees does Stein Financial Group have?

Stein Financial Group has 11-50 employees

Who are Stein Financial Group key employees?

Some of Stein Financial Group key employees are Erin Clauson, Margie Goldfine, Jennifer Bates, Christianna Mullins, Anthony Gerbi

Where is Stein Financial Group located?

Stein Financial Group’s headquarters are located at 20 Washington Ave S Ste 150, Minneapolis, Minnesota, 55401, United States

How do I contact Stein Financial Group?

Stein Financial Group Contact Info: Phone number: (612) 492-0211 Website: www.steinfinancialgroup.com

What does Stein Financial Group do?

Stein Financial Group specializes in wealth planning and management, helping clients invest, live, and retire confidently. With over 30 years of experience, they focus on serving government employees and offer expertise in pension plans, PERA, and retirement planning. Their Good Life Program emphasizes financial literacy and provides clients with a... Read More

Is Stein Financial Group a public company?

Stein Financial Group is private company therefore does not currently have an official ticker symbol

See more information about Stein Financial Group Employees