Senior Wealth Advisor
Steve Shake, CRPC®, AWMA®
801-325-1963sshake.lpl@macu.com
Schedule an appointment
Meet the Investment Team Steve Shake, CRPC®, AWMA®
Senior Wealth Advisor
Steve Shake is a senior wealth advisor serving the South Jordan, Utah area. He has been with Mountain America Investment Services since 2013 and in the financial services industry since 2007. Steve is committed to educating clients on the many aspects of their financial needs.
Steve holds a graduate degree in personal financial planning (MPAS) from the College for Financial Planning, as well as chartered retirement planning counselor (CRPC) and accredited wealth management Advisor (AWMA) designations. These credentials further enhance Steve’s ability to provide tailored financial strategies and retirement planning solutions for his clients. He also earned a bachelor of science degree in economics from the University of Utah and 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 with his partner, Veronica, and their son, Henry. When he isn’t out playing with his Doberman, Rommel, Steve pursues his passion for cars as a motorsport enthusiast, enjoying spirited drives and other automotive activities.
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 |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
LPL Financial Form CRS.
