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Gary Rowan, Financial Advisor serving the Dubuque, IA area - Ameriprise Advisors

Gary Rowan

CRPC, APMA

Financial Advisor

StackStone Wealth
28
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
  • Tax Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Small Business
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Social Security Retirement Benefits
  • Family Finances
  • Charitable Giving
  • Saving for Education

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • University of Iowa, Iowa City, IA
  • B.B.A., 1992, Finance

Awards & recognition

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

Community participation

  • Knights of Columbus, Bellevue, IA
  • Volunteer for the Special Olympics of Iowa Winter Games
  • Member of 100+ Men Who Care: Tri-State Area

Interests

My interests include travelling-primarily to Colorado and Florida, hiking, kayaking, hunting, fishing, flying drones, and improving my golf game- emphasis on improving! I'm fortunate to enjoy many of these hobbies with my family, making cherished memories together and having fun at the same time.