Stephen N. Superits
Series 7 and 66 Registrations
After a successful career in the corporate world, my goal is to leverage my experience to provide individuals, families and organizations with personalized financial advice and investment management services. In 2011, I joined the Financial Design Group team and have worked to build enduring client relationships based on personal trust, mutual respect and uncompromising ethical standards.
I specialize in investment management, asset protection strategies, life insurance and annuities, retirement income strategies, 401(k) plan services, asset protection strategies, retirement plan rollovers, asset allocation and risk management for individuals and organizations.
Additionally, my career in corporate finance at Dana Corporation and public accounting at PricewaterhouseCoopers has allowed me to gain an in-depth knowledge of capital markets, pensions and corporate finance, manager due diligence and evaluation, and portfolio construction. I also have hands-on experience in pension fund asset management, having served as portfolio manager for a $90 million actively-managed U.S. value equity fund and as co-manager for a $900 million U.S. Treasury Bond fund.
I am a graduate of Michigan State University and have also completed post-graduate programs in financial management and executive development at The University of Michigan Ross School of Business and in Pension Funds and Money Management at The Wharton School, University of Pennsylvania.
My wife, Ginny, and I are long-time and active members at McCord Road Christian Church in Sylvania, Ohio. We are the proud parents of one married daughter and were recently blessed to become grandparents. In addition to my service at McCord Road, I enjoy golf, biking and spending time with family and friends.
Steve is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
Awards and club membership are based primarily on commissions, premiums, or fees generated from investment & insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.
T#2165438 DOFU: 7/2018
