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Our financial advice team


Stephen Krech Ameriprise Financial Advisor

Stephen Krech

CRPC®

Financial Advisor

WayMont Wealth Advisors
26
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.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Community participation

Member of Harrisonburg Rotary Club

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 - General Securities Representative
  • Series 24 - Managing Principle Exam
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life and Variable Annuity Agent

Education

  • Chartered Retirement Planning Counselor
  • College for Financial Planning, 2008

Professional associations

  • Harrisonburg Rockingham Chamber Of Commerce
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