Business Description
As an Ameriprise financial advisor, I beleive 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 by envisioning your financial future through development of a plan and tracking your progress. I offer a personal collaborative approach for solutions tailored to you and your needs.
General Information Gender:    Female CRD#:    1693924 Firm CRD#:    6363 Name of Broker/Dealer:    Ameriprise Financial Services, Inc States Licensed in:    MI, IL, CA, WI, AZ, FL, CO, MN Years of Experience in Financial Services:    22 Number of Years with Current Firm:    22 I work with the following types of clients:    Individual Investors, Businesses
Services Investment Types:    Alternative Investments, Exchange Traded Funds (ETFs), Mutual Funds, Commodities, Insurance, Annuities, Bonds, Stocks
Qualifications & Memberships Certifications, Accreditations & Designations:    Chartered Retirement Planning Counselor (CRPC®) Securities Licenses:    Series 7, Series 65 Insurance and Annuity Licenses:    Disability, Annuity, Variable Annuity, Long Term Care, Variable Life, Health, Life Financial Organization Memberships:    National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA) Non-Financial Organization Memberships:    CERT Member
Firm Information Number of Advisors in Office:    Up to 10 employees I work with clients as part of a team:    Yes Assets Managed by Advisor:    $50 million +
Compliance Registered Investment Advisor:    Yes I am an acknowledged fiduciary:    Yes Compliance Disclosures in Last 5 years:    I have a clean record Criminal Disclosures in Last 5 years:    I have a clean record
Compensation & Fees I am a fee-based financial professional:    Yes Minimum Portfolio Size for New Managed Accounts:    $100,000 Compensation Methods:    Flat Fee, Commissions, Based on Assets
Prepared By:	Linda Gibson

Frequently Asked Questions

Q.	What are your qualifications? What is your education background?

Q.	What is your approach to financial planning?

Q.	What services do you offer?

Q.	How many clients do you currently manage?

Q.	Will you be the only person working with me?

Q.	How are you compensated? How will I pay for your services?

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?

Q.	Do you offer any guaranteed results?

Q.	How much risk should I be willing to take?

Q.	Have you ever been charged with any breaches?

Q.	What services do you provide? What are your specialties?

Q.	What is your experience? How many clients do you currently manage?

Q.	What financial institution(s) do you represent?

Q.	How do you charge for your services?

Q.	Do you provide a free initial consultation?

Q.	Why should I choose you as my financial advisor?

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Q.	What are your qualifications? What is your education background?
Have my Chartered Retirement Planning Counselor designation and over 20 years experience in the field.

Q.	What is your approach to financial planning?
To provide strategies that endure throughout varying market and economic condition. Keeping a lifetime focus on achieving clients' financial goals.

Q.	What services do you offer?
Portfolio management, financial planning, goal planning and solutions.

Q.	How many clients do you currently manage?
180

Q.	Will you be the only person working with me?
I have a very qualified paraplanner/asset manager working with me.

Q.	How are you compensated? How will I pay for your services?
Varies...commission or fee based...clients decision.

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?
Yes, those are the company rules

Q.	Do you offer any guaranteed results?
Only on guaranteed products.

Q.	How much risk should I be willing to take?
Depends on your goals, timeframe, temperment. We do a risk tolerance profile on each client before anything else.

Q.	Have you ever been charged with any breaches?
Never.

Q.	What services do you provide? What are your specialties?
Portfolio management, financial planning, goal planning and solutions.

Q.	What is your experience? How many clients do you currently manage?
22+ years...180 clients

Q.	What financial institution(s) do you represent?
Ameriprise Financial

Q.	How do you charge for your services?
Fee or commission..client choice.

Q.	Do you provide a free initial consultation?
Yes

Q.	Why should I choose you as my financial advisor?
My experience through various conditions and my very high client satisfaction scores. Everything is clearly spelled out and the client is very involved in the process.