Mr. Spieldenner joined Vantage Financial Group’s Toledo office in 2019. As a veteran of the financial services industry, Steve brings more than 31 years of experience working with individuals and families. His practice focuses on wealth accumulation, retirement income distribution planning, and estate planning strategies designed to preserve family wealth. Steve’s goal is to provide each client with a personalized, long-term financial plan that supports their goals and objectives.
Steve grew up in Fremont and graduated from the University of Toledo in 1987 with a Bachelor of Arts (B.A.) degree in Human Resource Management. Steve is a Registered Representative of Cetera Wealth Services LLC, member FINRA/SIPC. He has the Series 7 General Securities Representative and Series 63 Uniform Securities Agent registrations.
He also serves as an Investment Adviser Representative with both Cetera Investment Advisers LLC and Vantage Financial Group’s investment advisory firm. In addition, Steve is licensed to sell Life, Accident & Health, and Annuity Insurance in Ohio and Michigan.
STEVE & MARK SPIELDENNER
The father, son financial advisor team committed to honoring and supporting both your business and family legacy. Offering 40+ years of experience and extensive resources, we’re equipped and ready to help coordinate your team of professionals to build the financial structure that helps ensure you achieve your goals.
We believe:
- A well-crafted plan is one of the most powerful tools for achieving long-term financial goals.
- Adaptability is critical and your plans should evolve as your life circumstances change.
- Concise, transparent, and consistent communication with our clients is our highest priority.
We offer:
- A unique blend of skills and differential expertise to create and implement comprehensive financial and protection strategies that are customized to your specific needs, regardless of your age or stage of life.
- Investment management
- Customized financial planning
- Retirement strategies - all designed with your unique situation in mind.
- We represent Land is your Legacy for Farm Families, with the goal of “the family stays on the farm.”
- Small business retirement plans, 401(k) plans, and company benefit packages to help you secure the financial future of your employees and business.