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Our financial advice team


Stephen Lomsdalen Ameriprise Financial Advisor

Stephen Lomsdalen

Financial Advisor

Chartered Financial Consultant®
Lomsdalen Wealth Management
32
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

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

Interests

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.

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014, 2015, 2016, 2017

Qualifications

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

Education

  • 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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