Advisor profile


My approach

Stephen Michael Schad - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Stephen Michael Schad - My approach photo

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Family Finances
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Insurance
  • Investments
  • Retirement Plan Distribution
  • Domestic Partner Planning
  • Tax Planning Strategies
  • Charitable Giving
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CPA  Certified Public Accountant

Education

  • University of Delaware, Bachelor of Science Accounting, 1987

Interests

  • Boating
  • Fishing
  • Kayaking
  • Family activities

Community participation

  • Autism Society of America, Anne Arundel County Chapter
  • Autism Speaks
  • Polar Bear Walk/Run for Autism - fundraiser team leader
  • ARC, Central Chesapeake
  • Coastal Conservation Association, Annapolis Chapter

Awards & recognition

  • Ameriprise Circle of Success, 2007,2008,2009

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.