Steven Kajala
Financial Advisor at Prudential Financial- Claim this Profile
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Bio
Experience
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International Planning Group
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United States
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Insurance
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1 - 100 Employee
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Financial Advisor
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Aug 2018 - Present
St. Louis Park, Minnesota • Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs • Develops customized ideas and solutions for each client • Specializes in helping clients meet their protection needs through a variety of insurance products
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Waddell & Reed
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United States
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Financial Services
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700 & Above Employee
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District Manager
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Jan 2016 - Aug 2018
Greater Minneapolis-St. Paul Area, United States As a member of the Waddell & Reed leadership team, I work within the Division Office alongside the Managing Principal helping financial advisors leverage their strengths and experiences to build successful practices. I approach every day eager to serve as mentor to both new and seasoned financial advisors; prepared to provide the knowledge and resources to take their practice to the next level; and committed to building an office that demonstrates the collective passion we share for our clients… Show more As a member of the Waddell & Reed leadership team, I work within the Division Office alongside the Managing Principal helping financial advisors leverage their strengths and experiences to build successful practices. I approach every day eager to serve as mentor to both new and seasoned financial advisors; prepared to provide the knowledge and resources to take their practice to the next level; and committed to building an office that demonstrates the collective passion we share for our clients and our community. Interested in learning more about financial advisor career opportunities at Waddell & Reed? Let’s talk. Message me through LinkedIn or give me a call. I welcome the opportunity to be a partner with you on the next step in your career.
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Financial Advisor
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Aug 2015 - Aug 2018
Bloomington, Minnesota
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Morgan Stanley
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United States
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Financial Services
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700 & Above Employee
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Associate Vice President
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Jan 2012 - Aug 2015
Greater Minneapolis-St. Paul Area
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Financial Advisor/Business Development Officer
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Nov 2008 - Dec 2011
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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May 2005 - Nov 2008
Duluth, Minnesota Area
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Ohio National Financial Services
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United States
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Financial Services
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300 - 400 Employee
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Financial Advisor
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Jan 2004 - May 2005
Greater Minneapolis-St. Paul Area
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Education
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University of Minnesota-Duluth
BBA-Finance -
Mesabi Range Community and Technical College