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) 1/2007 - 2009

 Berthel Fisher, Registered Rep. – Independent Contractor, 1 2/2005 -4/2006

 Consultant, TIC Advisors 9/2004 - 5/2005

 Consultant, Jack Haertel, Century Securities, 4/2004 - 8/2004

 Century Securities, Registered Rep. – Independent Contractor 2002 – 2003

 U.S. Bank, Financial Sales Consultant, 2001 –2002

 Equity Securities Investments Inc., Associate Vice President, 1998 – 2001

 Josephthal, Lyon & Ross, Account Executive, 1994 – 1998

 Mathews, Holmquist & Associates, Account Executive, 1991 – 1994

Professional and Client References

Gladly supplied upon request

Donald Stellmaker Minneapolis, MN (612) 597-4018 stellmaker@gmail.com