4729 Beard Avenue South Minneapolis, MN 55410 stellmaker@gmail.

com (612) 597-4018

Financial Services Professional
 Series 7 / 63 Licenses held  12 years in sales as a Financial Advisor at large firms as well as single-person offices  Acquired broad product knowledge base and successfully sold variety of products, including individual securities; mutual funds; variable and fixed annuities; private placements; bridge financing; unit investment trusts; and exchange traded funds  Promoted to Associate Vice President as a result of outstanding growth in sales volume  Extensive experience developing regulatory compliant sales literature and presentations  Mastery of securities law, compliance regulation, and state-by-state transaction protocols

Communication/marketing skills
 Developed and implemented a marketing program for lead generation at trade shows.  Wrote and implemented an asset allocation seminar.  Excellent communication skills honed by 15 years of contact in person and over the telephone with all levels of the corporate and customer hierarchy on a one to one basis as well as in a group setting.  Participated in writing sales website compliant with Reg. D. pertaining to the sale of private placements.

Instructional skills
 As a consultant, assisted a senior broker in setting up a satellite office. Responsible for instructing in firm procedures regarding all paperwork and satellite/home office relations. Took non-productive office to a profit making center in 3 months.  15 years of educating customers, relating knowledge in financial planning, trading strategies, asset allocation, retirement goals and insurance investing.  At Ameriprise, in a short period, I have distinguished myself with my ability to coach advisors in a relatively rare plan type, 403(b) and the products within that plan type by using my own sales experience to relate to the Advisors

Donald Stellmaker

Minneapolis, MN

(612) 597-4018

stellmaker@gmail.com

4729 Beard Avenue South Minneapolis, MN 55410 stellmaker@gmail.com (612) 597-4018

(Continued: page 2)

Employment Experience and Financial Consulting Clientele

 Ameriprise, Advanced Associate, Annuities (403b)  Berthel Fisher, Registered Rep. – Independent Contractor, 1  Consultant, TIC Advisors  Consultant, Jack Haertel, Century Securities,  Century Securities, Registered Rep. – Independent Contractor  U.S. Bank, Financial Sales Consultant,  Equity Securities Investments Inc., Associate Vice President,  Josephthal, Lyon & Ross, Account Executive,  Mathews, Holmquist & Associates, Account Executive,

1/2007 - 2009 2/2005 -4/2006 9/2004 - 5/2005 4/2004 - 8/2004 2002 – 2003 2001 –2002 1998 – 2001 1994 – 1998 1991 – 1994

Professional and Client References Gladly supplied upon request

Donald Stellmaker

Minneapolis, MN

(612) 597-4018

stellmaker@gmail.com

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