Richelle Stoneking

Richelle Stoneking has extensive work experience in the investment and financial management industry. Richelle started their career in 2010 as a Trading Manager at Mariner Holdings, where they worked until 2017. Following that, from 2017 to 2019, Richelle held various roles at Creative Planning Inc., including Investment Manager and Director of Investment Technology & Solutions. In 2018, they joined NEXA Insights as a Partner, and in 2019, they joined AE Wealth Management LLC as the Director of Investment Technology & Solutions.

Richelle Stoneking earned a Bachelor of Business Administration degree in Finance from the University of Iowa, completing their studies from 2004 to 2008. Additionally, they obtained certifications as a Behavioral Financial Advisor (BFA™) from think2perform and received the Series 66 and Series 7 certifications from FINRA (Financial Industry Regulatory Authority).