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Our financial advice team


Caleb Hartmann, Financial Advisor serving the Rockford, IL area - Ameriprise Advisors

Caleb Hartmann

Financial Advisor

Studio Wealth Advisory Group
7
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

  • Cash Flow Management Strategies
  • Investments
  • Charitable Giving
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Retirement Plan Distribution
  • Consulting on potential benefits and risks of IRA rollovers

Education

  • Bachelors of Science, Grand Valley State University, Allendale, Michigan, 2010-2014

Awards & recognition

  • Studio Wealth Advisory Group, Ameriprise Client Experience Award, 2025