Lee T. Stoerzinger,  CFP<sup>&reg;</sup> - Financial Advisor

Lee T. Stoerzinger, CFP®

President

Lee Stoerzinger, Inc

940 Inwood Ave N
Oakdale, MN 55128
FINANCIAL ADVISOR'S WEBSITE
(651) 578-1600

General

Lee Stoerzinger is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lee Stoerzinger, Inc in Oakdale, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: WI
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Life Planning, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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