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Our Advisors

Stephanie M Holding Ameriprise Financial Advisor
Background and qualification information is available at FINRA’s BrokerCheck website
Years of Experience ?


I enjoy spending time with family and friends. We are always seeking out our next adventure. I have a love for all animals, and I especially enjoy being outdoors with my dogs. My other hobbies include biking and reading.

Community Participation

  • SPOC Program (Single Point of Contact) Returning Veterans wi
  • Cedar Falls Food Co-op, Member
  • Central Arizona Council on Developmental Disability, Member

Areas of Focus

  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Family Finances
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Insurance


  • Bachelor of Arts, Anthroplogy, University of Northern Iowa, Cedar Falls, Iowa

Previous Experience

  • Loan Specialist, OCWEN Loan Servicing, 2013-2016

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My Photos(3 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.