Steve Bedford, CLU®, ChFC®, RICP®

Wealth Management Advisor

  • Office 515-576-1194
  • Mobile 712-830-9883


Working with Steve gives us direction and lets us know that we are on the right track or if we need to shift something. The plan provides checks and balances through a comprehensive analysis of our entire situation. Having a plan has allowed us to feel confident in our decisions because we understand our financial situation better and can stay the course. We wish we would have had done more sooner. Steve and his team are extremely comfortable to work with and know their stuff! 

Kris & Daryl Boeckman 


The plan that Steve created for me was the right fit. I appreciated how we were able to start small and gradually increase our plan as we were able to do so and felt more comfortable with Steve. We can sit down to discuss an area, and then he lets us decide. He does a great job of tailoring his language to meet both my wife and my knowledge and is very easy to relate to. Steve provides the pros and cons of what we should keep in mind, and we use him as a litmus test when making decisions, asking ourselves “What would Steve say?”. Because of the life experiences that Steve has been through, we decided to purchase Long Term Care and feel comfortable that if something happened, we’d be fine. We are confident that we are in the right hands. 

Bart Thoreson 


Steve knows what is important to me and makes recommendations in-line with what I value while also challenging me to think differently if he has a different opinion . I apperciate that, and he keeps me steady on the right course. The plan we put in place to invest provides comfort and security so I know my family will have a nice life when I'm no longer around.

                                                                                                      Don & Annette Hyman









The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.


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