Steve Duesenberg, Cfp®
About Steve Duesenberg, Cfp®
Steve Duesenberg, CFP®, is the Vice President of Wealth Management at UBS Financial Services, Inc., where he has worked since its transition from Painewebber in 1988. With over three decades of experience in the financial industry, he holds a Bachelor of Business Administration from Iowa State University and a Certificate in Financial Planning from the College for Financial Planning.
Work at UBS
Steve Duesenberg has served as Vice President of Wealth Management at UBS Financial Services, Inc. since 1988. His tenure with the firm began following its transition from Painewebber, demonstrating his adaptability and long-term commitment to the organization. Over the course of 36 years, he has developed extensive expertise in wealth management, focusing on providing tailored financial solutions to clients in the Des Moines, Iowa area.
Education and Expertise
Steve Duesenberg earned a Bachelor of Business Administration (BBA) from Iowa State University, where he studied Business Administration and Management from 1975 to 1979. He further enhanced his financial knowledge by obtaining a Certificate in Financial Planning from the College for Financial Planning between 1988 and 1990. Duesenberg holds the Certified Financial Planner (CFP®) designation, signifying a high level of expertise in financial planning.
Background
Before joining UBS, Steve Duesenberg worked as a Financial Advisor at Merrill Lynch from 1981 to 1988 in the Des Moines, Iowa area. This seven-year experience laid the foundation for his career in wealth management, allowing him to build a strong understanding of the financial services industry and client needs.
Licenses and Regulatory Compliance
Steve Duesenberg is licensed to operate in 30 states across the United States. This broad regulatory compliance capability enables him to serve a diverse clientele and navigate various financial regulations effectively.
Industry Experience
With over three decades of experience in wealth management, Steve Duesenberg possesses deep industry knowledge and expertise. His long-standing presence in the field has equipped him with a comprehensive understanding of market trends and client requirements, particularly in the Des Moines, Iowa area.