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Our financial advice team


Jason A Stierman, Financial Advisor serving the Johnston, IA area - Ameriprise Advisors

Jason A Stierman

CFP®, CRPC, APMA, BFA

Financial Advisor

Keeling Wealth Advisors
19
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

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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • BFA™ Behavioral Financial Advisor

Education

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

Awards & recognition

  • Keeling Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Keeling Wealth Advisors, Ameriprise Client Experience Award, 2021-2023

Community participation

My wife and I donate throughout the year to cycling fundraisers for things like human trafficking and building bike paths/bridges. We also sponsor families at Christmas time. Through work, I enjoy helping with Meals from the Heartland.

Interests

My wife, Christine, and I share a passion for travel. We love traveling around the world, experiencing new cultures and taking in the unique sites they have to offer. While my wife and I share a love for gravel cycling, I tend to find my personal interests skew more on the adventurous side. Most include the mountains such as cycling, skiing, rock/ice climbing, back packing, and hiking my way up and down them. Our cat Sophie is spoiled rotten and the clear head of the household.