Call Me: 515.327.8475

 

 

Stephanie Bolles, CFP®
Financial Strategies

 

Before joining Bearence Management Group, Stephanie was a Regional Vice President for Householder Group Financial Advisors and previously served as a Managing Principal and subsequently Branch Manager. She has spent her entire career helping her clients achieve their goals and objectives. She has made a life long commitment to helping people meet their financial needs. Stephanie holds the following securities registrations: Series 6, 7, 63, 65 and 26 (a registered principle). She is also licensed for life, health, disability and long term care. Stephanie has obtained her Certified Financial Planner™ (CFP®) designation, allowing her to handle the diverse vehicles and counseling her clients often need to meet their goals. She is also a Registered Representative with Securities America, Inc.

 

As an Investment Advisor Representative, Stephanie specializes in developing and implementing financial and estate plans for private clients and businesses. She incorporates a comprehensive, holistic approach to financial planning from basic retirement, college planning and family protection to advanced tax advantaged investing strategies, minimizing income and estate taxes as well as multi-generational wealth management.

 

Stephanie was born and raised in Connecticut, where she attended the University of Connecticut and received her Bachelor of Science Degree. She and her husband, Derek, have a beautiful daughter, Samantha. She is a member of the National Association of Professional Women, Des Moines Young Professionals, Iowa ABI Tax Committee, and Animal Rescue League volunteer. She enjoys spending time with her family outdoors, assisting coach girls' soccer, animal rights and gardening.

 

 

West Des Moines, Iowa

1045 76th Street, Suite 4000

West Des Moines, IA 50266

Mendota Heights, Minnesota

2010 Centre Pointe Blvd.

Mendota Heights, MN 55120

Omaha, Nebraska

8204 S. 109th Street

LaVista, NE 68128

Overland Park, Kansas

11020 King Street, Suite 350

Overland Park, KS 66210

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