General Info

The advisor listed is an Ameriprise financial advisor in Evans. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. As an Ameriprise financial advisor, I operate my practice under an Independent Advisor Business Franchise Agreement. To maintain this business relationship, I am required to maintain franchise standards related to client satisfaction and general securities compliance. My relationship with Ameriprise has spanned over 17 years and my compensation is both fee and commission based. Financial planning is one of my core service offerings, but a variety of specifically tailored managed account and financial product solutions are also available. With that said, I also offer my clients the option to align their key goals with their Christian Values as they seek investment solutions. My observation has been that Ameriprise Financial operates with what I refer to as "good ole Midwestern values". The company has never taken a financial bailout and remains a leader in financial planning! Ameriprise continues to do things the right way and remains dedicated to helping clients achieve their financial goals. Ameriprise Financial provides financial services without regard to religious affiliation or cultural background. Ameriprise helped pioneer the financial planning process more than 30 years ago. We havemore CERTIFIED FINANCIAL PLANNER professionals than any other company in the U.S. as documented by the Certified Financial Planner Board of Standards, Inc., as of Dec. 31, 2014.