Broker Check
Steve Ross, CLU®, ChFC®, LACP®, LUTCF®

Steve Ross, CLU®, ChFC®, LACP®, LUTCF®

Financial Advisor

Stephen Ross, CLU®, ChFC®, LACP®, LUTCF®
Financial Advisor
Phone: 402-934-9505
Fax: 402-934-9503
6818 Grover Street, Suite 100
Omaha, NE 68106


Steve, with strong ties to the Heartland, is married, has one son and daughter-in-law, and two granddaughters he loves to spend time with and attend all their dance recitals. He enjoys relaxing with his family at Lake Okoboji, IA. and is a true Chicago Bears fan.

Steve has worked with individuals, families, and business owners for over three decades. Uncovering, planning for, and implementing his client's goals is what has brought generational relationships to the table. Whether accumulating wealth for life's big moments, planning and successfully executing through retirement, or ultimately leaving a legacy to families, loved ones, or charities - this is at the core of Steve's relationships with his clients.

Steve is an independent Financial Planner with the following industry designations: CLU®, ChFC®, LACP®, LUTCF®