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Our financial advice team


Stan Jahn, Private Wealth Advisor serving the Madison, WI area - Ameriprise Advisors

Stan Jahn

CFP®, CLU®, ChFC®, APMA

Private Wealth Advisor

Capital Wealth Advisory Group
46
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Domestic Partner Planning
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BBA University of Wisconsin-Madison, 1984

Awards & recognition

  • Capital Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams, 2024
  • Ameriprise Circle of Success, 2007-2017
  • Ameriprise Circle of Success Hall of Fame, 2019
  • Ameriprise Circle of Success Diamond Ring, 2004
  • Capital Wealth Advisory Group, Ameriprise Client Experience Award, 2021, 2022, 2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • WHA Public Television volunteer and sponsor
  • Deerfield High School sports volunteer, booster, and parent

Interests

  • Spending time with Family
  • Boating, traveling and playing cards