Meet the Investment Team Steve Shake, CRPC®, AWMA®
Senior Wealth Advisor
Steve Shake is a wealth advisor serving the South Jordan Utah area. He has been with Mountain America Investment Services since 2013. With many years of banking experience, Steve is able to educate his clients on many aspects of their financial needs.
Before joining Mountain America Investment Services, 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. He currently holds the following registrations through LPL Financial: FINRA Series 7, 6, 63 and 66 securities licenses, as well as Utah life, health and annuity insurance licenses.
Steve lives in the Sugar House area of Salt Lake City. When he isn’t out playing with his Doberman, Rommel, you’ll find him on a drive, as motor sporting is a favorite pastime.
Branches served
South Jordan: 3451 West South Jordan ParkwayCONDUCT BACKGROUND CHECK
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
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