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Steve Allison

Steve Allison, ChFC®, CTFA

Director of Financial Services Representatives

Steve Allison is a Financial Services Representative serving clients in Minnesota including Covenant Living of Golden Valley, North Dakota and western Wisconsin. He is passionate about working with clients to explain the complexities of financial planning in easy-to-understand ways. He has been with Covenant Trust since June of 2012.

Steve graduated from the University of Wisconsin-Eau Claire in 1987 with a degree in business administration. He holds the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) professional designations from the American College in Bryn Mawr, PA. In 2018, Steve earned his Certified Trust and Financial Advisor (CTFA) designation from the American Bankers Association. Before joining Covenant Trust, Steve held positions as a business consultant, speaker and trainer at Allison & Associates and as a vice president of case administration at First Northern Financial Resources.

Steve lives in Duluth, MN with his wife Kelly and two boys, Derek and Dane. He is an active member of Lakeview Covenant Church. When he’s not meeting with clients, he enjoys the great outdoors either hunting, fishing, boating, kayaking, snowboarding, cross-country skiing or coaching soccer.

Phone: 847-583-3264

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Covenant Trust logo

By clicking the link below you will be leaving the Covenant Trust website. The destination site is operated by a third-party contracted by Covenant Trust to provide account information to our clients. While Covenant Trust works to provide the most accurate and current information, the destination site is ultimately operated and maintained by a third-party, and while Covenant Trust believes the information to be generally reliable, it makes no guarantees as to the accuracy or completeness of the contents of the third-party website. If you notice anything that looks incorrect, please contact Covenant Trust at 800-483-2177.

Covenant Trust works with partners with sound privacy protection policies and practices. No entity is immune from the threat of a data breach, and for that reason, Covenant Trust encourages users to be mindful of that fact when entering data on any website. Finally, Covenant Trust is not liable for any technical or system-related issues arising out of your access to the third-party site.

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Covenant Trust logo

By clicking the link below you will be leaving the Covenant Trust website. The destination site is operated by a third-party contracted by Covenant Trust to provide account information to our clients. While Covenant Trust works to provide the most accurate and current information, the destination site is ultimately operated and maintained by a third-party, and while Covenant Trust believes the information to be generally reliable, it makes no guarantees as to the accuracy or completeness of the contents of the third-party website. If you notice anything that looks incorrect, please contact Covenant Trust at 800-483-2177.

Covenant Trust works with partners with sound privacy protection policies and practices. No entity is immune from the threat of a data breach, and for that reason, Covenant Trust encourages users to be mindful of that fact when entering data on any website. Finally, Covenant Trust is not liable for any technical or system-related issues arising out of your access to the third-party site.

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