WOODBURY WEALTH MANAGEMENT

CONNECT

Address:

6949 Valley Creek Road Ste 240
Woodbury, MN 55125

Phone:

651-888-4848 Fax: 651-738-7231

Gary Stohlmann, RICP®, CLU, ChFC, MSFS

Gary Stohlmann, RICP®, CLU, ChFC, MSFS

Retirement Planning Specialist

With over twenty years of experience as a financial professional and an active member of the St. Paul community, Gary is dedicated to helping individuals and small businesses build their financial futures and manage and protect their net worth.

Prior to his twenty years-plus as a financial professional, Gary spent 17 years in community banking as a commercial lender and bank president.

To stay current in his career and develop his professional skills, he has regularly attended industry training and certification programs. This includes completing the curriculum and passing the exams for:

  • Master of Science in Financial Services (MSFS)*
  • Chartered Life Underwriter (CLU)*
  • Chartered Financial Consultant (ChFC)*
  • FINRA (Securities Registrations) Series 7, Series 63 & Series 65
  • Life & Health Insurance License
  • Wharton Certificate in Retirement Planning**

Gary has an MBA from the University of Iowa with an emphasis in Finance and received his B.B.A. from the University of Iowa.

  * Professional designations of the American College

** Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

 

California Insurance License #: 0G84667


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Woodbury Wealth Management is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 651-735-5751
Fax 651-738-7231
Mobile Phone 612-670-5474
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck