Steve Shake

Contact Steve:

Direct Phone: 801-325-6266

Check the background of this investment professional on FINRA's BrokerCheck
Steve Shake is an Associate Wealth Advisor serving Salt Lake City and Tooele, Utah, as well as New Mexico. He has been with Mountain America since 2013.
With 10 years of banking experience, Steve is able to educate Mountain America members on many aspects of their financial needs.
Before coming to Mountain America, Steve was a successful Personal Banker and Brokerage Associate with Wells Fargo Bank for seven years. During this time, he helped many high-net-worth clients with their banking needs.
Steve has a bachelor of science degree in economics from the University of Utah. His Financial Industry Regulatory Authority (FINRA) certifications include Series 7, 6, 63 and 66 securities licenses, as well as Utah Life, Health and Annuity insurance licenses.
Steve and his wife Jessica live in the Sugarhouse area of Salt Lake City and are avid Real Salt Lake soccer fans. If they are not at a soccer game, you will find them on a drive, as motor sporting is another favorite pass time.

Branches Served:

Salt Lake - 735 South St., Glendale - Redwood Rd., Rose Park - 700 N., Stansbury Park, Tooele, Albuquerque - Golf Course Rd., Albuquerque - Paseo Del Norte Blvd.

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