Steve Story


Steve Story has been working as an investment advisor in the financial services industry for over 30 years. In 1993 he began his career with Northwestern Mutual Investment Services and Robert W. Baird Securities. In 1998 he formed his own investment group Steve Story & Associates Inc. In 2001 he affiliated with United Planners Financial Services as a partner and registered representative, to provide greater client opportunities and diversification in the investment marketplace. Steve graduated from Brigham Young University with a Bachelor’s in Management and Finance and as a registered investment advisor holds industry licenses 7, 12, 26, and 65.  Steve is licensed in 45 states with offices in Utah, Wisconsin, and Hawaii, with over $120 million dollars under management.  Steve’s goals throughout his career have been to provide superior financial management and optimal customer service.