Member Login

STEPHEN ROSS

Ameriprise Financial

As a Certified Exit Planning Advisor (CEPA®), Stephen Ross is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.

{custom_meta_description=Stephen Ross - - Ameriprise Financial - Chicago, Illinois, city=Chicago, display_country=United States, hs_object_source_detail_1=Find A CEPA (March 2025) , hs_object_source_label=AUTOMATION_PLATFORM, url_slug=stephen-ross, lname=Ross, hs_object_source_id=enrollmentId:1603680181256;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20MARCH%202025/ROSS-STEPHEN-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2025-MARCH.pdf, hs_createdate=1743774556081, cohortium_profile_title=Stephen Ross | Financial Advisor at Ameriprise Financial | CEPA Connect Member, state=Illinois, id=26020916144, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Stephen Ross, email=stephen.m.ross@ampf.com, cohortium_meta_description=Connect with Stephen Ross, a specialized Financial Advisor working with Ameriprise Financial based in Illinois., associated_contact_record_id=94959528338, website=ameripriseadvisors.com/stephen.m.ross, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20MARCH%202025/cert%209060_Ross_CEPA-Certificate-2025-March.pdf, is_editable=editable, url_slug_2=stephen-ross, impersonate_user_url=https://exit-planning-institute.org/member-detail/stephen-ross?impersonation=true, full_name=Stephen Ross, hs_lastmodifieddate=1764932353617, phone=+13127824000, company_name=Ameriprise Financial, name=Stephen, hs_object_id=26020916144, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=60602, status=Published, hs_updated_by_user_id=78050139}