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Our financial advice team


Nicholas Alsteen Ameriprise Financial Advisor

Nicholas Alsteen

CFP®, APMA®

Financial Advisor

Franchise Owner
Four Lakes Wealth Advisors
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 14 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • Family Finances
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Investment Management
  • Tax Planning Strategies
  • Insurance
  • Estate Planning Strategies

Interests

I enjoy fishing, hiking, camping, biking, playing guitar, spending time with my family and attending Wisconsin sporting events

Community participation

  • Wisconsin Alumni Association, Sauk County Chapter - Member of the Board of Directors
  • Madison MAGNET
  • Pheasants Forever, Sauk County Chapter

Awards & recognition

  • Ameriprise Circle of Success, 2011, 2012, 2013, 2014, 2015, 2016

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • FINRA Series 7 - General Securities Representative
  • FINRA Series 66 - Combined Investment Advisory Agent and Uniform State Exam

Education

  • Bachelor of Science in Personal Finance, University of Wisconsin-Madison
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