Steve P. Latham, CFA, CFP®, Chief Investment Officer

Advising

In Steve’s role as Chief Investment Officer, he strives to make the financial markets’ complexities understandable and approachable for his clients. Investing in an ever-changing world requires a stable and repeatable process that can be implemented alongside a well-thought-out financial plan. Steve’s background using stocks, bonds, mutual funds, ETFs, and alternatives investments provides his clients with a well-rounded approach towards pursuing their long-term goals. Outside of work, Steve likes to spend his time traveling with his family, playing golf, and trying new restaurants with friends and family.

Certifications, Licenses, and Registrations

  • Registered Representative with LPL Financial, Member FINRA/SIPC
  • Chartered Financial Analyst
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Life, Health, and Variable Life/Variable Annuity Insurance Licenses

Education and Training

  • Series 7 and 66
  • Bachelors Degree – Finance; Iowa State University
  • Master of Investment Management/Financial Analysis – Creighton University