Stewart Bale, Ricp®
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Stewart Bale, Ricp® Email & Phone Number

Director of Client Service at WealthPlan Group
Location: Grand Junction, Colorado, United States 14 work roles 1 school
1 work email found @wealthsource.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email s****@wealthsource.com
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Current company
Role
Director of Client Service
Location
Grand Junction, Colorado, United States
Company size

Who is Stewart Bale, Ricp®? Overview

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Quick answer

Stewart Bale, Ricp® is listed as Director of Client Service at WealthPlan Group, a company with 23 employees, based in Grand Junction, Colorado, United States. AeroLeads shows a work email signal at wealthsource.com and a matched LinkedIn profile for Stewart Bale, Ricp®.

Stewart Bale, Ricp® previously worked as Client Relationship Manager, Wealth Management at Onedigital and Business Owner at Stu'S Skate Sharpening, Llc. Stewart Bale, Ricp® holds Bachelor Of Arts, Supply Chain Management With A Specilization In Purchasing from Michigan State University - The Eli Broad College Of Business.

Company email context

Email format at WealthPlan Group

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*@wealthsource.com
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AeroLeads found 1 current-domain work email signal for Stewart Bale, Ricp®. Compare company email patterns before reaching out.

Profile bio

About Stewart Bale, Ricp®

Results-driven account manager with demonstrated success in the United States Air Force. Combat veteran with expertise in retirement planning, risk mitigation, contingency planning, and wealth accumulation with a passion for driving collaborative partnerships. Specialties: Life Insurance, Disability Insurance, Long Term Care Planning, Wealth Accumulation, Tax Mitigation, Account ManagementThe statements and opinions expressed by Stewart Bale are those of Stewart Bale and do not represent the views and/or opinions of WealthSource®Partners, LLC (“WealthSource”) or any other associated or affiliated person of WealthSource. Furthermore, the statements and opinions expressed are for informational and educational purposes only and should not be construed as legal, tax, accounting or investment advice. All statements and opinions are current only as of the time made and are subject to change without notice. Any statements, views and/or opinions posted or shared by third parties on this site do not represent the views and opinions of Stewart Bale or WealthSource and neither Stewart Bale nor WealthSource is responsible for the content posted by third parties. Third parties are requested to refrain from posting any testimonials or endorsements of any kind.

Listed skills include Supply Chain Management, Logistics, Procurement, Supply Chain, and 43 others.

Current workplace

Stewart Bale, Ricp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

WealthPlan Group
Wealthplan Group
Director of Client Service
Grand Junction, CO, US
Employees
23
AeroLeads page
14 roles

Stewart Bale, Ricp® work experience

A career timeline built from the work history available for this profile.

Client Relationship Manager, Wealth Management

Current

https://www.onedigital.com/disclosures/

May 2024 - Present

Business Owner

Current
Stu'S Skate Sharpening, Llc

Grand Junction, CO

Hockey Skate Servicing. Sharpening, Profiling, Riveting, Glove Palm Repair, Consumable Sales

May 2024 - Present

Level 1 Usa Hockey Official

Current
Colorado Amateur Hockey Officials Association
Nov 2023 - Present

Client Relationship Manager

Wealthsource Partners, Llc

Grand Junction, Colorado, United States

May 2022 - May 2024

Financial Advisor

Grand Junction, Colorado, United States

Jul 2020 - Apr 2022

Senior Annual Fund Officer

University Of Kansas Athletic Department

- Accomplished sales goal two months prior to annual deadline- Sold $121,532 in new revenue for the KU basketball program and $156,263 in new revenue for the KU football program- Brought on 136 new donors with an average donation of $519- Awarded WHOPPPPER of the month (June 2019) which is given to the employee that best exemplifies the qualities of.

Jun 2018 - Nov 2019

Account Manager

Bellevue, Washington

- Specialized in consultative sales with valve and pump OEM's and tiered suppliers, with a focus in growing partnerships and collaborative relationships- Responsible for a book of business worth more than $2 million annually- Territory focus on products including: Chemours Krytox Industrial Lubricants Dow Corning Molykote Bostik Never-Seez Chemtura… Show.

May 2017 - Jun 2018

Director Of Operations, Fuels Management

Hill AFB, UT

-Directly responsible for 24-hour fuels operations of 67 civilian and military professionals, $50M infrastructure/$96M vehicle fleet, 11M gallons of fuel inventory-Managed cradle to grave operation that controls the accounting, receipt, storage, testing and distribution of all utilized petroleum products at Hill Air Force Base-Maintained supplier quality.

Jan 2016 - May 2016

Inventory And Replenishment Manager

Hill AFB, UT

-Coordinated asset management for 500 equipment accounts containing 45K items valued at $1.2B-Led 40 personnel in supply operations including inventory management, asset accountability, demand forecasting, inventory replenishment, and procurement-Oversaw management, upkeep and storage of $1.4M in mobility deployment equipment-Managed cross-functional.

Apr 2015 - Jan 2016

Senior Advisor To Afghan National Police, Logistics Automation

Kabul, Afghanistan

-Overhauled Core Integrated Management System (IMS) to drive efficiency in $3.5B supply system for 350K soldiers and police, providing ammunition, medical supplies, provisions, etc. to war fighter -Led advisor and negotiation duties to prepare host nation forces for combat operations-Directed 9-person NATO advisor team to advise 50 Afghan National Security.

Jul 2014 - Apr 2015

Fleet Maintenance And Procurement Manager

Hill AFB, UT

-Guided 73 military and civilian personnel in sustainment of 1400 vehicle fleet valued at $115M-Developed right-supplier, right-price sourcing strategy for automotive parts category to improve lead times and reduce costs-Oversaw $1.1M annual budget enabling 1,600 repairs reaching Fleet In-Commission Rate of 96%-Sustained $17.5M snow fleet to successfully.

Oct 2013 - Jul 2014

Logistics Operations Manager

Hill AFB, UT

- Led 10 personnel in complete logistics readiness support program for 21,000 members, 60 F16s and 19 squadrons deploying 8,100 tons of cargo- Fielded NASA James Webb asset movement project worth $300M aiding in U.S. space research- Executed logistics transfer of 17 tons of illicit narcotics worth $50M in NSA “Drug Take Back” event- Facilitated 117th Army.

Jul 2012 - Oct 2013
1 education record

Stewart Bale, Ricp® education

FAQ

Frequently asked questions about Stewart Bale, Ricp®

Quick answers generated from the profile data available on this page.

What company does Stewart Bale, Ricp® work for?

Stewart Bale, Ricp® works for WealthPlan Group.

What is Stewart Bale, Ricp®'s role at WealthPlan Group?

Stewart Bale, Ricp® is listed as Director of Client Service at WealthPlan Group.

What is Stewart Bale, Ricp®'s email address?

AeroLeads has found 1 work email signal at @wealthsource.com for Stewart Bale, Ricp® at WealthPlan Group.

Where is Stewart Bale, Ricp® based?

Stewart Bale, Ricp® is based in Grand Junction, Colorado, United States while working with WealthPlan Group.

What companies has Stewart Bale, Ricp® worked for?

Stewart Bale, Ricp® has worked for Wealthplan Group, Onedigital, Stu'S Skate Sharpening, Llc, Colorado Amateur Hockey Officials Association, and Wealthsource Partners, Llc.

How can I contact Stewart Bale, Ricp®?

You can use AeroLeads to view verified contact signals for Stewart Bale, Ricp® at WealthPlan Group, including work email, phone, and LinkedIn data when available.

What schools did Stewart Bale, Ricp® attend?

Stewart Bale, Ricp® holds Bachelor Of Arts, Supply Chain Management With A Specilization In Purchasing from Michigan State University - The Eli Broad College Of Business.

What skills is Stewart Bale, Ricp® known for?

Stewart Bale, Ricp® is listed with skills including Supply Chain Management, Logistics, Procurement, Supply Chain, Inventory Management, Military Logistics, Teamwork, and Management.

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