Steve Farrell, CMFC, PPC

Steve Farrell, CMFC, PPC

Owner / Wealth Advisor

Steve Farrell is the Owner/President of Prinvest Advisors. Along with himself, there are 4 other LPL Financial Advisors and 3 staff members to serve clients now and in the future. As a LPL Financial Advisor, Steve’s mission is to help people get more out of their money, take some of the guesswork out of investing and to help manage financial risks.

Steve started his career as a Financial Consultant in August of 1992 after graduating from Winona State University with a BS degree. He has always had the desire to help people attain their goals of retirement, college funding, insurance needs and any other goals or dreams they may have. Steve has his Series 7 and Series 66 Securities Licenses with LPL Financial along with a Life & Health Insurance License. He has continued his education and credentials by earning the Chartered Mutual Fund Counselor (CMFC) and the Professional Plan Consultant (PPC) designations. The CMFC designation encompasses all aspects of mutual funds and their uses as investment vehicles. The PPC designation signifies a commitment to education and service excellence in the qualified plan industry (401k's).

Steve and his wife, Caroline, currently reside in Pine Island, MN with their golden retriever, Lacey. They are proud parents of 3 grown children and 4 grandchildren. In his free time, he enjoys fishing, hunting and all sports.