Daniel Bickerstaff is a Financial Advisor at RoseStone Wealth Advisors, a practice of Ameriprise Financial in Tulsa, OK. He holds multiple professional certifications, including CFP® and ChFC®, and earned his Bachelor of Finance from Oral Roberts University, specializing in retirement strategies and wealth preservation.
Outside of his professional life, Daniel is dedicated to his family and church. He is actively involved in his community by coaching little league baseball and playing softball, showcasing a strong commitment to both his family and local youth sports.
He is a multi-year recipient of the Ameriprise Client Experience Award (2021-2023).
Daniel Bickerstaff, CFP®, ChFC®, APMA®
Associate Financial Advisor at RoseStone Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC
Tulsa, Oklahoma, United States
Overview
Topics They Care About
Retirement Planning
His professional focus involves creating retirement income and wealth preservation strategies for clients, a core service of his advisory practice.
Philanthropic Planning
He holds the Chartered Advisor in Philanthropy® (CAP®) designation, indicating specialized knowledge in helping clients with their charitable giving goals.
Youth Sports Coaching
His personal interests explicitly include coaching little league baseball, showing a passion for mentoring and community involvement through sports.
Media Appearances
Daniel has no verified media appearances
Work History
1-2000
Associate Financial Advisor at RoseStone Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC
Education
1997 - 2000
Bachelor of Finance from Oral Roberts University
More Information
Social Presence :
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Location : Tulsa, Oklahoma, United States
Job Level : N/A
Designation : Associate Financial Advisor at RoseStone Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC
