Teddy Steelman serves as a Virtual 401(k) and Retirement Advisor for Integrity Financial Corporation. Born in 1999, he graduated cum laude from the University of Florida with a Bachelor of Science in finance. He spent two years working as a Financial Solutions Advisor in Orlando, FL for a global banking company. He currently holds his Series 7, Series 63, and Series 65 licenses.
While still young in the industry, Teddy is excited to deepen his knowledge of financial markets to help individuals make informed decisions for their future. Using his Chartered Retirement Planning Counselor designation, Teddy’s main objective is to provide tailored advice that aligns with clients’ retirement goals. Now located in Bozeman, Montana, Teddy enjoys hiking and cheering on his favorite sports teams in his free time.
