Steve Gensler, MBA, MSBA, CFP®
Chief Innovation Officer
Steve Gensler, Chief Innovation Officer, has been with IAA since November 2018. His day-to-day responsibilities includes strategizing on various solutions to enhance and empower advisors’ practices with the education, tools, and resources they need to help their clients in an ever-changing world.
Steve oversees the Strategic Solutions team and works with them to implement new programs, products, and services – including marketing, portfolio management, insurance, and financial planning.
A lifelong learner, Steve has earned several collegiate degrees including two Master’s. He holds his Series 7, Series 24 and SIE registrations with LPL Financial, and Series 66 with LPL Financial and IAA; and is a CFP®. Prior to joining IAA, Steve gained his well-rounded experience in a variety of roles, such as being a lifeguard, serving as a Mental Health Associate, being a financial advisor, and being VP of Financial Planning and VP of Product Managements at LPL Financial.
A native of Racine, WI, Steve currently resides in Fort Mill, SC, with his wife and two sons. When not in the office, Steve stays active by SCUBA diving, participating in triathlons, coaching youth soccer, riding his motorcycle, and spending time with his family.