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Mark Frederick, Private Wealth Advisor serving the Dubuque, IA area - Ameriprise Advisors

Mark Frederick

MBA, AAMS, CRPC, APMA, CEP®

Private Wealth Advisor

StackStone Wealth

An Ameriprise Private Wealth Advisor

22
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

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution

Qualifications

  • AAMS™ Accredited Asset Management Specialist™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CEP® Certified Estate Planner™

Education

  • MBA, 2000, University of Dubuque, Dubuque, IA
  • Bachelor of Science, Industrial Engineering, 1986, University of Wisconsin-Platteville

Awards & recognition

  • StackStone Wealth, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Ameriprise Circle of Success, 2016-2020
  • StackStone Wealth, Ameriprise Client Experience Award, 2020

Professional associations

  • Tri-State Estate Planning Council

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Cuba City Economic Development Commission

St Rose Parish Knights of Columbus

Cuba City Lions Club

100+ Men Who Care: Tri-State Area

Interests

My wife Kari and I enjoy spending our free time in a variety of ways- biking, golfing, hiking, traveling, and really doing anything outdoors!

We frequently visit my dad in Dubuque, Kari's mother in Potosi, WI, and my brother in our hometown of Cassville, WI. We also often visit our three sons who reside in Cuba City, Potosi, and Prairie du Chien, and we travel to Oklahoma as much as possible to visit our daughter, son-in-law and granddaughter. In addition, I have another brother in Marietta, GA and a sister in Kenosha, WI.

Often our get-togethers involve our favorite teams: Packers, Badgers, Brewers, and Bucks.