Stefanie Theuer
Stefanie is a Financial Advisor with eight years of experience currently serving the Kenosha, Racine, and Northern Illinois areas. Stefanie provides a holistic approach to financial planning by assisting in the determination of financial goals, the defining of core values, and the identification of individual investment objectives.
Prior to joining the BMO team, Stefanie worked in banking as a branch manager. She attended both the University of Wisconsin-Parkside, as well as Gateway Technical College. Stefanie holds securities licenses 7 and 66, along with her life, health, and annuity insurance licenses.
Stefanie lives in Racine with her husband and two children. She is a past member of the Rotary Club and a past member of the Trinity Lutheran School Board.
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management
investment advisory, trust, banking, securities, and insurance and brokerage products and services.
