Steve Felchle

Steve Felchle

Financial Advisor

Phone: 701-223-9084 x11
Mobile Phone: 701-220-4078
 

Steve has 35 years  of experience in the financial services industry.  He started his career in banking in 1981 with Norwest Banks, spending 18 years in the banking business.  Steve entered the Investment and Wealth Management business in 1999. Steve has spent the last 17 years in the Investment and Wealth Management industry with Norwest Investments Services, Wells Fargo Advisors and most recently with US Bancorp Investments.  Steve joined Diversified Wealth Management in June of 2016.

Steve’s extensive background and experience has gifted him with a broad and deep understanding of economics (both macro and micro), banking and monetary policy, financial planning and investments. 

Steve works with affluent and high net worth clients to help them develop comprehensive financial plans.  Steve’s process usually begins with an interview of the client to learn about their family, their current financial situation and their goals and objectives for the future.  Steve then helps his clients develop plan, implement their plan and then set up an agreed upon relationship management plan to insure regular meetings are held to insure his clients remain on track to achieve their identified goals.

Steve holds a BS in Economics from NDSU (1980) and a Certified Wealth Strategist Designation from Cannon Financial.  Steve has FINRA licenses Series 7, 66 and Insurance Licenses Life & Annuity, Accident & health, Variable Annuity and Casualty.

Steve and his wife Joanne reside in Bismarck, have a grown son and daughter and 3 grand daughters.