Steven D Schildt

Across the board, the most common barrier that keeps someone from living their most fulfilling life is a misunderstanding of their own financial capacity. Steve dedicates himself to helping clients gain an understanding of what is possible and challenges them to intentionally live their ideal lives. He makes complex financial topics easy to understand and helps his clients achieve the ultimate peace of mind that comes from fully understanding why their plan will work. Steve is passionate about helping you uncover your vision and providing the road map to get you there.

Associations and Memberships

• Past President and current member of the Janesville Lions Club.
• Past President and current member of National Association of Insurance and Financial Advisors Southern Wisconsin.
• Church home is The Chapel - Milton Campus
• Member of the Janesville Velo Club

Awards and Recognition

• Million Dollar Round Table Qualifying Member 2010
  • MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT.
• National Quality Award 2007-2010 
  • Award recognizing persistency and performance.
• National Association of Insurance and Financial Advisors Quality Award 2011-2024
  • Award recognizing commitment to excellence in service to clients in financial advising and investments.