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Our financial advice team


Arlen Stern

Arlen Stern

CFP®

Private Wealth Advisor

Managing Director
The Grassman Stern Group
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 80 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Saving for Education
  • Sustainable and Responsible Investing
  • Insurance
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies
  • Retirement Income Strategies

Interests

  • Biking
  • Golfing
  • Boating
  • Spending time with family; playing games, cooking and traveling.

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Ameriprise Circle of Success, 2016-2020
  • Ameriprise Financial Top Achiever Award, 2009, 2010
  • FIVE STAR Wealth Manager, 2015-2020
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of Business Administration, Finance, University of Wisconsin: Eau Claire
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