Stephen Ragatz, CLU, ChFC

Financial Advisor

Phone: 612-347-8617
Fax: 612-313-7539
E-mail:

Steve began his practice in 1972. He has assisted hundreds of families with their estate and retirement planning.

Steve has spoken to the Carlson School of Finance Graduate Program of the University of Minnesota and has appeared as a guest speaker on the financial talk shows of WCCO and KSTP. He has also addressed numerous private association conventions.

Steve is a 1972 graduate of the University of Minnesota. He has received advanced degrees as a Chartered Financial Consultant in 1978 and 1984 from the American College in Bryn Mawr, Pennsylvania.

Steve is an Associate Advisor with Box Financial Advisors, an Investment Advisor Representative, and a Registered Representative with Financial Network Investment Corporation, a full-service securities broker-dealer, member SIPC.