Steve Schamberger
Financial Advisor at Edward Jones | Iowa City-Cedar Rapids Area
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Steve Schamberger brings a wealth of expertise and a client-centric approach to his role as a Financial Advisor at Edward Jones, where he is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies. With over 30 years of experience as a CPA, Steve has developed a deep understanding of tax research, tax preparation, and tax advisory services, which he seamlessly integrates into his financial planning practices. His comprehensive background in corporate tax, income tax, and state tax allows him to provide clients with nuanced insights into tax-efficient investment strategies, ensuring their financial plans are optimized for both growth and compliance.
At Edward Jones, Steve leverages his extensive knowledge of financial advisory services to craft tailored solutions that address a wide range of client needs—from retirement planning and college savings to establishing and managing retirement plans for small businesses. His expertise in budgeting and financial analysis enables him to develop actionable, goal-oriented strategies that align with each client’s unique circumstances and aspirations.
Steve’s commitment to client service is complemented by his leadership skills and experience in public speaking, which help him communicate complex financial concepts clearly and confidently. Whether working with individual investors or business owners, he prioritizes building trust and fostering long-term relationships. His passion for empowering clients to make informed financial decisions makes him a valued partner in navigating the complexities of today’s financial landscape, ensuring clients are well-positioned for a secure and prosperous future.
Financial Advisor at Edward Jones in October 2018 to Present
Financial Advisor Trainee at Edward Jones in June 2018 to September 2018
Sr. Director of Tax/Payroll and Contract Services at ACT in May 2014 to June 2018
Principal - State and Local Tax at CLA (CliftonLarsonAllen) in March 2013 to February 2014
Partner, National Tax Operations at CLA (CliftonLarsonAllen) in April 2011 to March 2013
Partner - National State and Local Tax at Clifton Gunderson LLP in February 2005 to April 2011
Partner - National State and Local Tax at RSM US LLP in November 1987 to February 2005
Staff CPA at Bell & Van Vee PC in August 1984 to November 1987
Controller at Auto Dealersip in June 1979 to August 1984
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University of Iowa, Bachelor of Business Administration (BBA)
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Tax Research
Tax Preparation
Corporate Tax
Tax Accounting
Income Tax
Tax Advisory
State Tax
Financial Advisory Services
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Discover more about Edward JonesWhat is Steve Schamberger email address?
Email Steve Schamberger at [email protected]. This email is the most updated Steve Schamberger's email found in 2026.
What is Steve Schamberger phone number?
Steve Schamberger phone number is 319-390-0345.
How to contact Steve Schamberger?
To contact Steve Schamberger send an email to [email protected]. If you want to call Steve Schamberger try calling on 319-390-0345. (updated on January 21, 2025)
What company does Steve Schamberger work for?
Steve Schamberger works for Edward Jones
What is Steve Schamberger's role at Edward Jones?
Steve Schamberger is Financial Advisor
What industry does Steve Schamberger work in?
Steve Schamberger works in the Financial Services industry.
Steve Schamberger Email Addresses
Steve Schamberger Phone Numbers
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