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Derek Schanhofer, Private Wealth Advisor serving the De Pere, WI area - Ameriprise Advisors

Derek Schanhofer

MSFS, CFP®, CFS®, APMA, CLTC®

Private Wealth Advisor

Strategic Financial Group

An Ameriprise Private Wealth Advisor

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

  • Investment Management
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Charitable Giving
  • Intergenerational Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CFS® Certified Fund Specialist
  • APMA™ Accredited Portfolio Management Advisor™
  • CLTC® Certified Long Term Care

Education

  • BA Business Administration, St Norbert College, De Pere, WI
  • MSFS College for Financial Planning, Denver, CO

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2022-2024
  • Ameriprise Circle of Success, 2017-2023
  • Strategic Financial Group, Ameriprise Client Experience Award, 2020 - 2023

Previous experience

  • Financial Advisor, Financial Network Investment Corp, 2009-2012
  • Financial Advisor, MML Investors Services, 2006-2009
  • Financial Advisor, PFIC Securities Corporation, 1996-2006

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

Interests

  • Family Time - I look forward to spending time with my wife and 3 children
  • Golf - I love to unwind with a great round of golf
  • Travel - I have visited 39 states and 3 countries
  • Football - I enjoy watching High School, College and Professional football

Honored to be recognized in Forbes

I’m thrilled to share that I’ve been included on the 2024 Forbes Best-in-State Wealth Advisors list. This list includes top advisors from across the industry who provide comprehensive financial advice to their clients, to help them achieve their unique goals. Thank you to my clients for trusting me with your financial futures. And thank you to my team for the exceptional service you provide to all of our clients.