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    Steve Thompson

    BCAA, CAS®, CFS®

    Skylight Financial Group - Main Office
    2012 West 25th Street Suite 900 Cleveland, OH 44113-1454
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    About Steve

    Steve is the Investment Specialist for Skylight Financial Group with 20 years of experience in the investment arena. In addition, he is a Special Care Planner having made a commitment to serve people with disabilities and their families. As a member of the Michael Carter Financial Group, Steve’s objective is to help clients reach their financial goals, through the use of comprehensive, integrated financial planning.

    He is a graduate of Miami University with a Bachelors of Science Finance degree. Steve also holds a Masters of Science in Financial Services, MSFS, from the Institute of Business and Finance.

    Steve holds the following FINRA registrations: FINRA Series 24 (General Securities Principal); FINRA Series 53 (Municipal Securities Principal) and FINRA Series 4 (Registered Options Principal). He has also earned the Board Certified in Asset Allocation (BCAA), Certified Annuity Specialist (CAS) & CFS designation.

    He has recently spoken at conferences around the country about Special Care Planning. These conferences include the 2009 World Congress on Disabilities (WCD) Expo in Jacksonville, FL and the 2010 MassMutual Academy in Phoenix, AZ and Baltimore, MD.

    Steve currently serves as Vice Chairman of the Board of Directors for Easter Seals Northern Ohio chapter and has volunteered with numerous nonprofit organizations, including: Fieldstone Farms-equine therapeutic riding for Special Needs children, Care for Others and Twins Days. Steve resides in Chagrin Falls with his wife, Vanessa and their three children.

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Steve Thompson BCAA, CAS®, CFS® is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC, 2012 West 25th Street, Suite 900, Cleveland, OH 44113-1454, Tel: (216) 621-5680

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

    I am licensed to sell Insurance Products in the following jurisdictions:
    Arizona, California, Connecticut, Indiana, Michigan, North Carolina, Ohio, South Carolina, Tennessee

    I am licensed to sell Securities Products in the following jurisdictions:
    Arizona, Colorado, Connecticut, Florida, Idaho, Illinois, Indiana, Kentucky, Maryland, Michigan, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee

    Steve Thompson BCAA, CAS®, CFS®, Cleveland, OH, CA Insurance Lic.# OH75470

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