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Gary Lynn Rowan

Gary L. Rowan

STACKSTONE WEALTH | Financial Advisor
DUBUQUE, IA 52003
Some features on this profile are disabled
CRD#: 2746856
Gary Lynn Rowan
Gary Lynn RowanSTACKSTONE WEALTH

Professional summary

Gary Lynn Rowan, who also goes by Gary Rowan, is a registered financial advisor currently at STACKSTONE WEALTH, LLC located in Dubuque, Iowa.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Gary has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

At a Glance

Always Fiduciary

Services Offered

Retirement Planning
Tax Planning
Investment Management

Aliases

Gary Rowan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. BALANCED GROWTH PARTNERS, LLC; CO-OWNER; MANAGE AMERIPRISE BUSINESS; 6601 BOULDER BROOK CT, DUBUQUE, IA, 52003; INVESTMENT-RELATED; 10/13/2016; 60 HOURS PER MONTH; 40 TO 50 DURING TRADING HOURS. 2. RLW, LLC; MANAGING MEMBER - MANAGE ADVISORY BUSINESS; 500 PARK STREET PO BOX 504, DICKEYVILLE, WI, 53808; INVESTMENT-RELATED; 01/01/2022; 60 HOURS PER MONTH; 60 DURING TRADING HOURS. 3. INSURANCE AGENT; INVESTMENT-RELATED; DUBUQUE, IA; INSURANCE SALES AND SERVICE; AGENT; 07/96; HOURS AS NEEDED TO SERVICE CLIENTS. 4. REAL ESTATE OWNERSHIP; LOT/LAND; 27886 150TH ST, MAQUOKETA, IA, 52060; INVESTMENT-RELATED; 03/01/2020; SINGLE FAMILY; 1111 N RIVERVIEW ST, , BELLEVUE, IA, 52031; 07/08/2021; SINGLE FAMILY; 609 PINE DRIVE, BELLEVUE, IA, 52031; 12/13/2024; INVESTMENT-RELATED 5. GLCR, LLC; MANAGE THE BUSINESS AND SERVE AS THE LEAD CONSULTANT.; CONSULTING; 117 RIVER RIDGE DR, BELLEVUE, IA, 52031; INVESTMENT-RELATED; 12/15/2021; 60 HOURS PER MONTH; 60 DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Lynn Rowan's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 24, 2026 - Present

STACKSTONE WEALTH, LLC

Office #1: 6601 Boulder Brook Court, Dubuque, IA 52003
RIA
CRD#: 342692
DUBUQUE, IA
Past

January 1, 1999 - July 7, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Dubuque, IA
Past

January 14, 1998 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

January 14, 1998 - July 7, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Dubuque, IA
Past

June 20, 1996 - September 15, 1997

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Iowa
(6/24/2026)

Exams

What does exam status mean?
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 7/10/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 6/20/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 31
Status Unavailable
Passed: 7/10/1996
Futures Managed Funds Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 6/19/1996
General Securities Representative Examination

Current Firm

SW
STACKSTONE WEALTH, LLC
STACKSTONE WEALTH, LLC | WEST STATE WEALTH MANAGEMENT GROUP, LLC

CRD#: 342692 / SEC#: 801-136461

RIA
Registered Investment Advisory firm - (6/10/2026 120-Day Approval)
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Contact information

Main Address
6601 Boulder Brook Court, Dubuque, IA 52003
Mailing Address
Phone number
(563) 552-7000
Established
Firm type
Fiscal year end
# of Employees
27

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE BROCHURE - STACKSTONE WEALTH, LLC (6/24/2026)
0

Red Flags

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Company Information

STACKSTONE WEALTH, LLC

Financial AdvisorCRD#: 342692Dubuque, IA 52003

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Contact information

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