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Walter Paul Reep, Private Wealth Advisor serving the Austin, TX area - Ameriprise Advisors

Walter Paul Reep

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Hearthstone Wealth Management

An Ameriprise Private Wealth Advisor

28
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

  • Small Business
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Charitable Giving
  • Employee Stock Options

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • CERTIFIED FINANCIAL PLANNER(tm) professional

Education

  • University of Texas at Austin - BS

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2014
  • Ameriprise Circle of Success, 2005 - 2014, 2020 - 2022
  • Ameriprise Chairman's Advisory Council, 2020

Interests

I enjoy playing golf.