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April R Blasen

Investment adviser representative at Stackstone Wealth, LLC
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

22 years in the industry.

  1. Stackstone Wealth, LLCJun 2026 to now
  2. Ameriprise Financial Services, Inc.Mar 2004 to Jun 2026

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2005
  • Series 65 · Uniform Investment Adviser Law2015

State registrations

Registered as an investment adviser representative in 1 state (IA).

Stackstone Wealth, LLC

$0Assets managed
0Clients
19Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4786258
Firm CRD
342692
Advisor's SEC record (opens in a new tab)
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