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

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).

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Experience

26 Years

Current Role

Associate Financial Advisor

Location

Tulsa, Oklahoma, United States

Personality Overview

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Priorities

Topics Daniel cares 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.

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Career

Work history

1-2000

Associate Financial Advisor

RoseStone Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC

In the press

Media appearances

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Education

1997 - 2000

Bachelor of Finance

Oral Roberts University

Social presence

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