NextStage Financial Group

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.


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Advisors

Kristi Berg, Financial Advisor serving the Sun Prairie, WI area - Ameriprise Advisors

Kristi Berg

Financial Advisor

Visit Kristi Berg's website
Bobby Swoboda, Private Wealth Advisor serving the Sun Prairie, WI area - Ameriprise Advisors

Bobby Swoboda

CRPC, AAMS, CMFC, AWMA℠

Private Wealth Advisor

Franchise Owner
Visit Bobby Swoboda's website
Todd Schiefert-Deniord, Financial Advisor serving the Sun Prairie, WI area - Ameriprise Advisors

Todd Schiefert-Deniord

BFA

Financial Advisor

Visit Todd Schiefert-Deniord's website
Erik Swanson, Financial Advisor serving the Sun Prairie, WI area - Ameriprise Advisors

Erik Swanson

Financial Advisor

Franchise Owner
Visit Erik Swanson's website
Michael Swanson, Financial Advisor serving the Sun Prairie, WI area - Ameriprise Advisors

Michael Swanson

Financial Advisor

Registered Principal
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Sheila Allen, Financial Advisor serving the Sun Prairie, WI area - Ameriprise Advisors

Sheila Allen

CRPC

Financial Advisor

Managing Partner of NextStage Financial Group
Visit Sheila Allen's website


Team

Kelly Kittleson

Kelly Kittleson

Client Service Manager

Jamie Ott

Jamie Ott

Client Service Manager

Bridget Schiltz

Bridget Schiltz

Client Relationship Manager

Colleen M. Schnappauf

Colleen M. Schnappauf

Client Service Manager

Sue Swanson

Sue Swanson

Business Development Director