Jeffery G. Steely

Financial Professional Associate

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

I get to bring my clients peace of mind... I love that.....
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Jeffery G. Steely

Financial Professional Associate

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About Jeffery G. Steely

As a Financial Professional with Prudential, I can help you with many of the financial questions you have - from evaluating insurance needs to helping you prepare for college costs or meeting your retirement goals. My promise: to work tirelessly to help you achieve your goals. At Prudential, we are dedicated to building and maintaining close relationships with our customers– relationships founded on trust, respect and integrity. No matter what stage of life you find yourself in, as a Prudential Financial Professional, I can help you find solutions to your financial challenges. So whether you're 'Just Starting Out,' 'Settling into Retirement,' or somewhere in between, let's discuss your current financial situation, goals and challenges – and together we can help you meet your challenges.

I have taught investment and insurance classes for a Milwaukee area university and am the author of three published books.

I'm Most Proud Of: Hearing from clients about how our working together helped improve their life. There's nothing better!

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Exploring Financial Strategies

We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Experience

  • Instructor

    Lakeland University

    September 2014 - Present | Plymouth, WI

    Teaching Investment and Insurance Classes

  • President and Chief Investment Officer

    Apex Wealth Advisors LLC/Diversified Capital

    July 2013 - December 2017 | West Bend, WI

    Active wealth management practice, including investment research, portfolio design and management.

  • Investment Executive

    Annex Wealth Management

    November 2004 - December 2011 | Brookfield, WI

The Prudential Difference

    • Variable Annuities: KY, NC, WI
    • Securities License: KY, MO, NC, WI
    • Variable Life Insurance: KY, NC, WI
    • Fixed Annuities: KY, NC, WI
    • Life Insurance: KY, NC, WI

Jeffery Steely offers insurance and securities products and services as a Registered Representative of Pruco Securities, LLC (Pruco). The Prudential Insurance Company of America, Newark, NJ and Pruco are Prudential Financial companies. 1-800-778-2255.

Check the background of this investment professional on FINRA’s BrokerCheck.