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Our financial advice team


Kirk Osborne

Kirk Osborne

CFP®

Private Wealth Advisor

StackStone Wealth
40
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 Plan Distribution
  • Investments
  • Retirement Income Strategies
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies

Interests

I married my wonderful wife, Tara, in 1995 and we have a son, Jack, who is a student at the University of Missouri. My interest include boating on the Rock River, piloting- I've been flying since 1984, and traveling- I've visited almost every state in the US. Some of my favorite other destinations include Italy (Rome, Greece) and Germany.

Awards & recognition

  • Ameriprise Circle of Success, 2017
  • StackStone Wealth, Ameriprise Client Experience Award, 2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Community participation

Member of St. Peters Cathedral in Rockford, Illinois