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Our financial advice team


Stan Jahn Ameriprise Financial Advisor

Stan Jahn

CFP®, CLU®, ChFC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Capital Wealth Advisory Group
42
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.

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

Interests

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

Community participation

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

Awards & recognition

  • Ameriprise Circle of Success, 2007-2017
  • Hall of Fame Award , 2019
  • Ameriprise Diamond Ring Club, 2004

Qualifications

  • Certified Financial Planner (CFP)
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)

Education

  • BBA University of Wisconsin-Madison, 1984
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