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Our financial advice team

Stephen Lomsdalen Ameriprise Financial Advisor

Stephen Lomsdalen


Financial Advisor

Managing Director
Lomsdalen Wealth Management
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 10 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies


When I am not working, I am typically either spending time with my family or in the outdoors. We enjoy golfing, family activities and exercise.

Community participation

Volunteer for Feed my starving children.

Awards & recognition

  • Five Star Wealth Manager, 2013-2017, 2020


  • ChFC® Chartered Financial Consultant®
  • CFS® Certified Fund Specialist
  • Life, Accident & Health Insurance
  • Series 6, 7, 24, 65


  • BS, Business, Central Washington University, Ellensburg, WA

Previous experience

  • Financial Advisor, Brokers Internaional Financial Services LLC., 2011-2016
  • Financial Advisor, LPL Financial LLC, 1999-2011
  • Financial Advisor, Pruco Securities Corp., 1996-1999
  • Financial Advisor, MONY Securities Corp., 1992-1996

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