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About Steve

 

Steve Henningson specializes in wealth management solutions for individual clients and families. He grew up in St. Charles, Illinois and received his Bachelor of Science in Economics and Political Science from Bradley University in Peoria, Illinois.

Steve worked with a Wall Street firm for more than 20 years, managing more than $100 million for pension plans and high net worth families, becoming a Senior Vice President of Investments at Smith Barney. Steve joined the Investment Management Consultants Association® (IMCA®) and earned a Certified Investment Management Analyst® (CIMA®) designation from University of Pennsylvania’s Wharton School of Business. While at Smith Barney, he was recognized for his experience and abilities, receiving the title of Senior Investment Management Consultant.

He was the founder and principal at Concierge Wealth Management Group. He joined Carson Partners in 2017 and in 2022 joined the Applied Financial team.

Steve has always advocated the practice of being a steward of his client’s assets. In 2016 he earned the AIF® Accredited Investment Fiduciary designation from the Center for Fiduciary Studies. The Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Attainment of the AIF designation demonstrates understanding of the Prudent Practices® and the fundamentals of fiduciary responsibility with wealth, retirement and endowment clients.

Steve and his lovely wife Tina, have been happily married for over 40 years. They have two children, both married and two granddaughters, who fortunately all live locally.

 

Favorite quote:

“The Man in the Arena” Theodore Roosevelt

Best piece of financial advice:  

"Know what you want your money to do for you."

Words to live by:

The Serenity Prayer

What motivates you:

Helping clients develop their objectives for a successful retirement and steward their assets in an environment of constant change.

Place you'd most like to visit:

Italy

Biggest accomplishment:

Raising our family and enjoying our children and grandchildren