Steve Loheit
Sr Financial Planner
Steve joined FP in 2006. He spent 10 years at Target Corporation in finance and marketing before entering the financial planning business in 2000. Steve received a degree in Finance, Economics and Psychology from the University of Minnesota. As a financial planner, Steve works closely with clients to build trust by providing thorough development, execution and monitoring of all elements of the financial planning process. In an industry that can be complex and intimidating, there’s nothing that Steve enjoys more than hearing a client say “when you explain it like that, it makes total sense to me”. Steve holds FINRA Series 7, 63 and 66 securities licenses.
Steve currently resides in Victoria and enjoys all sorts of hobbies such as hockey, golf, pickleball, tennis, bike riding, boating, hiking, traveling, and pretty much anything else that keeps him moving and on the go. Steve coached hockey for 25 years, and is proud to call many of his ex-players, current clients, and has enjoyed watching them build families of their own. Steve’s son, Luke, spent 5 years playing hockey at the University of Minnesota Duluth, and has moved on to playing professionally. Luke is also an avid golfer and takes great pleasure in beating his dad handily on the golf course each summer.