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Meet the team

Kirill Romashov, Associate Financial Advisor serving the Stevens Point, WI area - Ameriprise Advisors

Kirill Romashov

Associate Financial Advisor
Harts Financial Group
1
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

  • Tax Planning Strategies
  • Consulting on potential benefits and risks of IRA rollovers
  • Retirement Planning Strategies
  • Financial Planning for Small Business
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Saving for Education
  • Investment Management
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Charitable Giving Strategies
  • Sustainable and Responsible Investing
  • Insurance
  • Investments
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • Family Finances
  • Executive Compensation and Benefit Strategies

Education

  • Mosinee High School - Diploma
  • UW-Stevens Point - Bachelors degree in Finance and Business Management

Previous experience

  • Financial Planning Specialist, Ameriprise, 2023-2025, Stevens Point, WI, 2 years
  • Financial Analyst, Sentry Insurance, 2022-2023, Stevens Point, WI, 1 year
  • National Claims Representative, Sentry Insurance, 2020-2022, Stevens Point, WI, 2 years

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

Volunteering at various children's sports camps around Wausau and Stevens Point

Interests

Outside of work, I enjoy staying active and competitive through soccer and MMA training. I value quality time with my son and enjoy traveling to experience new cultures and perspectives.