Advisor profile


My approach

Stephen Stolz - 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 Stolz - My approach photo

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Family Finances
  • Small Business
20
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • ChFC® Chartered Financial Consultant®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • MBA, Finance, Tarleton State University, Stephenville, TX, 1997
  • BS, Electrical Engineering, Milwaukee School Engineering, WI, 1994

Interests

  • Spending time with my wife and five young children whom we homeschool.
  • My hobbies and interests include reading, golf, skiing, hiking and travel.

Community participation

  • Member of St Mary of the Lake Parish Finance Council.
  • Member of Cemetery Board at St. Mary of the Lake church in Lake City, MN.
  • Coach youth soccer through Lake City Community Education.

Awards & recognition

  • Ameriprise Circle of Success, 2005-2007

Professional associations

  • Estate Planning Council of Rochester