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Our financial advice team


Rick J Winslow, Financial Advisor serving the Dubuque, IA area - Ameriprise Advisors

Rick J Winslow

CFP®, APMA, CEPA®

Financial Advisor

Financial Planning Analyst
StackStone Wealth
30
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 Income Strategies
  • Tax Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • CEPA® Certified Exit Planning Advisor®

Education

  • Bachelor of Science in Business Finance and Economics, University of Wisconsin-Platteville 1989-1993

Awards & recognition

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

Community participation

Member of Holy Ghost parish in Dickeyville, WI.

Classroom Volunteer for Junior Achievement of the Heartland

Interests

I grew up in the country outside Darlington, WI. I am the 8th of nine children. Growing up I spent a lot of time hunting and fishing with my family. I attended college at the University of Wisconsin - Platteville. I made many lifelong friends and met my wife Laurie there. We got married in 1995 and now have 2 boys, Nicholas (1999) and Brandon (2001). We moved to Dickeyville, WI in 2000 and have loved it ever since!
We have enjoyed traveling the country. I love an adventure! I've gone skydiving, snorkeling with sharks, and have ridden many of the country's fastest roller coasters. We're big fans of the Packers, Badgers, and Brewers!