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Trott Brook Financial

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Giving you confidence in a complex world

To us, success is more than just numbers

LIFE IS COMPLICATED....LET US HELP YOU SIMPLIFY

Why Us?

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

 

Experience

Trott Brook was founded in 2002. The firm manages over $125 million in brokerage and advisory assets for over 200 families.

 

Competence

Our advisors have undergraduate degrees in economics, business, finance as well as the Certified Financial Planner ™ designation

 

Ethics

Perhaps the single most important criteria for choosing a financial advisor is trust. At Trott Brook Financial, we take this very seriously.

 

Independence

Trott Brook is a Registered Investment Advisory (RIA) firm with no affiliations with banks, insurance companies or mutual fund firms.

 

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Good planning and hard work lead to prosperity, but hasty shortcuts lead to poverty.

 

 

PROVERBS 21:5

 


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Our Team

Learn more about our amazing team of professionals.

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Jim Steffen, CFP®

CEO & Founder

 

Ted Erhart, CFP®

Chief Investment Officer

 

Nikki Cellette

Operations Manager

 

Lisa Steffen

Director of Fun

 
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Amy LeBeck, MSFP

Planning Specialist

 

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Contact Us

Let's have a conversation about how Trott Brook can serve you. 

3601 Thurston Avenue, Suite 102
Anoka, Minnesota
55303 United States

3601 Thurston Avenue
Suite 102
Anoka, MN 55303

Phone: 763-213-1000
Fax: 763- 213-1001

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Investment advice offered through Trott Brook Financial, a Registered Investment Advisor

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