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David Stuart, Financial Advisor serving the Oconomowoc, WI area - Ameriprise Advisors

David Stuart

MBA

Financial Advisor

Paramount Financial Strategies
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 1 reviews
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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Insurance
  • Saving for Education
  • Retirement Planning Strategies

Education

  • Bachelor of Science - Chemical Engineering, University of Wisconsin-Madison, 1995
  • MBA, Marquette University, 2003

Previous experience

  • Regional Leader, Primerica Financial Services, 2012-2017

Community participation

I volunteer through St, Bruno church and our grade school. Examples include community raking and spending time with retirees at Three Pillars assisted living. Each fall I officiate youth football games for grades 5th through 12th.

Interests

I enjoy spending time with my family. My four daughters are very active in sports, and my wife and I support their activities. We also enjoy summer camping and watching sporting events.

My photos

2 albums
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David Stuart may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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