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Our financial advice team


Jason A Stierman Ameriprise Financial Advisor

Jason A Stierman

CFP®, CRPC®, APMA®

Financial Advisor

Managing Director
Keeling Wealth Advisors
15
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

  • Investments
  • Retirement Planning Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Estate Planning Strategies

Interests

My interests tend to revolve heavily around my sense of adventure. Some of my most frequent hobbies include rock climbing, road and mountain biking, alpine skiing, volleyball, backpacking, and riding my dirt bike to name a few. I also enjoy shooting photography and capturing these moments for myself and friends.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Science - Finance - Iowa State University - 2005