Tim Steffen
Director of Advanced Planning at Baird | Milwaukee, Wisconsin, United States
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Director of Advanced Planning at Baird in January 2023 to Present
Director of Tax Planning at Baird in June 2021 to January 2023
Advisor Education Senior Consultant at PIMCO in October 2019 to June 2021
Instructor, Certified Private Wealth Advisor program at Investments & Wealth Institute in March 2014 to December 2019
Director of Advanced Planning at Baird in July 2017 to October 2019
Tax Planning columnist, InvestmentNews at InvestmentNews in April 2015 to September 2019
Director of Financial Planning at Baird in August 1999 to June 2017
Experienced Tax Manager at Arthur Andersen in June 1991 to August 1999
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Gies College of Business - University of Illinois Urbana-Champaign, BS, January 1987 to January 1991
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Roth IRA
Income Tax
Retirement Planning
Strategic Financial Planning
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Discover more about BairdWhat is Tim Steffen email address?
Email Tim Steffen at [email protected], [email protected] and [email protected]. This email is the most updated Tim Steffen's email found in 2026.
What is Tim Steffen phone number?
Tim Steffen phone number is 414-298-7424.
How to contact Tim Steffen?
To contact Tim Steffen send an email to [email protected], [email protected] or [email protected]. If you want to call Tim Steffen try calling on 414-298-7424.
What company does Tim Steffen work for?
Tim Steffen works for Baird
What is Tim Steffen's role at Baird?
Tim Steffen is Director of Advanced Planning
What industry does Tim Steffen work in?
Tim Steffen works in the Financial Services industry.
Tim Steffen Email Addresses
Tim Steffen Phone Numbers
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