Wendell Whetstone in

Wendell Whetstone

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Financial Advisor/Chief Financial Officer at RoseStone Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC
📍 Shreveport, Louisiana, United States

Wendell is a Private Wealth Advisor and the Chief Financial Officer at RoseStone Wealth Advisors. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Retirement Planning Counselor℠, specializing in personalized financial advice for affluent clients. He holds an MBA from Centenary College of Louisiana and a B. S. from Louisiana Tech University.

Outside of work, Wendell is dedicated to his family, enjoying time with his wife, sons, and two grandchildren. He is an active member of his community, serving as President of the Louisiana Baptist Foundation Board of Directors and as a member of the Ellerbe Road Baptist Church Board of Directors. He also enjoys traveling with his wife.

He has consistently been recognized by Forbes as a Best-in-State Wealth Advisor from 2022 to 2025.

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Experience
19 Years
Current Role
Financial Advisor/Chief Financial Officer
Location
Shreveport, Louisiana, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Wendell cares about

Wealth Management
As a Private Wealth Advisor with CFP® and CRPC™ certifications, he focuses on helping affluent clients preserve and grow their wealth through personalized financial advice.
Retirement Planning
He holds a Chartered Retirement Planning Counselor℠ designation and helps clients navigate both the accumulation and distribution phases of retirement.
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Career

Work history

3-2006
Financial Advisor/Chief Financial Officer
RoseStone Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC
In the press

Media appearances

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Education
1982 - 1986
Bachelor of Science
Louisiana Tech University
2000 - 2002
Master of Business Administration (M.B.A.)
Centenary College of Louisiana
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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