| Advisor Profile |
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Business Description |
My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals; giving you confidence regarding your financial future.
Areas of Focus
Personal financial planning for retirement, investments, protection planning/family security, retirement income strategies, charitable giving strategies, estate planning strategies, education funding, retirement plan distribution, wealth preservation strategies, cash flow management strategies and tax management strategies.
As an Ameriprise Financial Advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, helping give you confidence regarding your financial future.
My goal is to empower my clients with a solid, actionable financial plan to allow them to enjoy an active and successful retirement - on their own terms. I will put my knowledge to work for you developing investment, tax planning and estate planning strategies - all aimed at maintaining your financial independence and lifestyle. You've worked hard. Now, as retirement approaches, it's your turn to redefine the second half of your life. |
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General Information |
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| Insurance License#: |
P030200
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| Name of Broker/Dealer: |
Ameriprise Financial Services, Inc
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| States Licensed in: |
FL, NY, WI
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| States Willing to do Business in: |
All States
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| Years of Experience in Financial Services: |
3
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| Number of Years with Current Firm: |
3
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| I work with the following types of clients: |
Businesses, Investment Clubs, Individual Investors, Trusts, Non-Profit Organizations
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Education |
| Academic Background |
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University of North Carolina at Chapel Hill, Kenan-Flagler Business School
Bachelor of Science in Business Administration, Finance and Entrepreneurship |
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Services |
| Investment Types: |
1035 Exchanges, Bonds, Stocks, Annuities, Insurance, Mutual Funds, Options & Futures, Alternative Investments, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Chartered Retirement Planning Counselor (CRPC®)
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| Securities Licenses: |
Series 66, Series 7
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| Insurance and Annuity Licenses: |
Variable Life, Variable Annuity, Disability, Long Term Care, Life, Health, Annuity
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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Compliance |
| Registered Representative: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$100,000
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| Compensation Methods: |
Hourly, Based on Assets, Commissions, Flat Fee
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| Prepared By: |
Michael Gentsch |
| Most Recent Update: |
11/19/2008 |
Frequently Asked Questions |
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