Skip to main content

Our financial advice team


Kelly Schwigel, Financial Advisor serving the Lake Geneva, WI area - Ameriprise Advisors

Kelly Schwigel

APMA

Financial Advisor

StackStone Wealth
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Social Security Retirement Benefits

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelors Degree in Education, University of Wisconsin - Whitewater, 1993

Awards & recognition

  • StackStone Wealth, Ameriprise Client Experience Award, 2020

Interests

I enjoy spending time with my family. I also enjoy camping, exploring new places, playing games, and reading.