Ameriprise Financial Services, Inc.

Industry: Financial services company

Description

Ameriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,

Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Ameriprise Financial Services, Inc. Employees

Employee
Years
Job
Industry
Rachel McDonough Rachel McDonough Greater Minneapolis-St. Paul Area Details
Rachel McDonough's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Financial Advisor | Qualified Kingdom Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2014 - Present
Raymond James Financial Inc.  September 2009 - September 2014
Merrill Lynch  September 2002 - September 2009

Education
College for Financial Planning   2004 — 2006
Certified Financial Planner designation

University of Wisconsin-River Falls
Bachelor of Fine Arts (BFA)

Marcus Saskin Marcus Saskin Cincinnati Area Details
Marcus Saskin's Ameriprise Financial Services, Inc. Experience December 2008 - Present
Job Financial Advisor, TouchPoint Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2008 - Present
MetLife  December 2006 - December 2008
RedKey Tutors   2006 - 2008
Princeton University  June 2005 - June 2006
Polygon Investment Management   June 2005 - June 2006
Bel Air Partners   January 2004 - June 2006
Polygon Investment Management   2004 - 2006

Education
Princeton University
AB, Anthropology with a focus on Economics

Phillips Academy Andover   1994 — 1995

Berkeley Preparatory   1991 — 1994

College for Financial Planning
CFP, Financial Planning

College for Financial Planning
APMA, Accredited Portfolio Management Advisor

College for Financial Planning
CRPC, Retirement Planning

Kevin Farrell, AAMS Kevin Farrell, AAMS Egg Harbor Township, New Jersey Details
Kevin Farrell, AAMS's Ameriprise Financial Services, Inc. Experience November 2013 - Present
Job Financial Advisor, Managing Director Compass Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2013 - Present
PNC Investments  August 2003 - November 2013

Skills
Management, Public Speaking, Investments, Finance, Customer Service, Marketing, Strategic Planning, Retirement Planning, Leadership, Wealth Management, Series 7, Insurance, Mutual Funds, Microsoft Office, Marketing Strategy, Financial Services, Asset Allocation

Education
College for Financial Planning   1992 — 1995
Asset management

Ken Hargreaves, CFP® Ken Hargreaves, CFP® New York, New York Details
Ken Hargreaves, CFP®'s Ameriprise Financial Services, Inc. Experience June 2008 - October 2009
Job Institutional Relationship Specialist at Capital Group
Industry Investment Management
Experience
Capital Group  March 2012 - Present
Moseley Investment Management, Inc.   November 2009 - April 2012
Ameriprise Financial Services, Inc.   June 2008 - October 2009
Florida State University  September 2006 - April 2008

Skills
Retirement Planning, Strategic Financial..., Estate Planning, Investments, Retirement, Asset Allocation, Investment Strategies, Asset Management, Financial Advisory, Financial Planners, Insurance, Disability Insurance, Long-term Care, Finance, Small Business, Tax, Wealth Management..., Employee Benefits, Wealth, Wealth Management, Mutual Funds, Securities, Series 7, Series 63, 401k, Investment Management, Portfolio Management, Financial Planning

Education
2015 Level I Candidate in the CFA Program

College for Financial Planning   2010 — 2011
CFP®, Certified Financial Planner

College For Financial Planning   2009 — 2009
AWMA, Accredited Wealth Management Advisor

College For Financial Planning   2009 — 2009
CRPC, Chartered Retirement Planning Councelor

Florida State University   2003 — 2008
Finance

Gerald Johnson, CMFC, CRPC Gerald Johnson, CMFC, CRPC Greenville, South Carolina Area Details
Gerald Johnson, CMFC, CRPC's Ameriprise Financial Services, Inc. Experience January 1997 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 1997 - Present
United States Navy  December 1979 - November 1996

Education
College for Financial Planning   2008 — 2011
CMFC, CRPC, Chartered Mutual Fund Counselor and Chartered Retirement Planning Counselor

University of Virginia   1975 — 1979
BA, Biology & Psychology

Brian Mawhinney, CFP®, CRPC® Brian Mawhinney, CFP®, CRPC® West Palm Beach, Florida Details
Brian Mawhinney, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Director, AAG & AFG National Sales at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2015 - Present
Ameriprise Financial Services, Inc.   November 2012 - Present
Ameriprise Financial Services, Inc.   April 2009 - November 2012
Ameriprise Financial Services, Inc.   January 2008 - April 2009
Ameriprise Financial Services, Inc.   May 2006 - January 2008
Ameriprise Financial Services, Inc.   November 2003 - May 2006

Skills
Retirement Planning, Retirement, Series 7, Employee Benefits, Mutual Funds, Wealth Management, Financial Advisory, Fixed Annuities, 401k, Series 63, Strategic Financial..., Estate Planning, Uniform Combined State..., Asset Allocation, Investments, Series 24, Financial Services, Insurance, Series 65, Alternative Investments, Certified Financial..., Investment Advisory, Separately Managed..., Financial Planning

Education
College for Financial Planning   2008 — 2008
CERTIFIED FINANCIAL PLANNER

University of Maine at Farmington   1999 — 2003
B.A. Psychology & Business/Economics

Joshua R. Harrell, CFP®, CRPC® Joshua R. Harrell, CFP®, CRPC® Cleveland/Akron, Ohio Area Details
Joshua R. Harrell, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience August 2011 - Present
Job Financial Advisor with LaBanc and Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2011 - Present
Ameriprise Financial Services, Inc.   April 2011 - August 2011
Ameriprise Financial  June 2007 - June 2011

Education
The College of Wooster   2007 — 2011
Bachelors, Business Economics

CFP® Board

College for Financial Planning

Ralph Schroeder Ralph Schroeder Houston, Texas Area Details
Ralph Schroeder's Ameriprise Financial Services, Inc. Experience July 1984 - Present
Job Private Wealth Advisor, CFP®, CLU®, ChFC®, MS, APMA, Schroeder and Associates
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 1984 - Present
Ameriprise Financial Advisors  1984 - Present

Education
College for Financial Planning   1992 — 1994
MS, Master of Science, Estate Planning

The American College   1992 — 1993
ChFC, Financial Planning

The American College   1990 — 1992
CLU, Financial Planning

College for Financial Planning   1988 — 1990
CFP, Financial Planning

Northern Arizona University   1978 — 1984
BS

Peter Alexander Peter Alexander Greater Minneapolis-St. Paul Area Details
Peter Alexander's Ameriprise Financial Services, Inc. Experience September 2011 - January 2014
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade  March 2014 - Present
Ameriprise Financial Services, Inc.   September 2011 - January 2014
Academy College  August 2010 - September 2011
M&I Wealth Management  October 2007 - June 2010
Metlife Resources Citistreet   May 1998 - October 2007
Wealth Enhancement Group  August 1993 - September 1996
Alaskan Fur   June 1986 - June 1993
The North Face  October 1979 - May 1986

Skills
Retirement Planning, Leadership, Strategic Financial..., Investments, CRM, Financial Services, Insurance, Finance, Retirement, Financial Planners, Real Estate, Staff Development, Mutual Funds, Series 7, Wealth Management, Financial Advisory, Series 63, Fixed Annuities, Estate Planning, Recruiting, Asset Management, Asset Allocation, 401k, Portfolio Management, Relationship Management, Securities, Investment Management, Life Insurance, Financial Planning, Investment Advisory, Investment Strategies

Education
College for Financial Planning   2002 — 2003
Graduate

The University of New Mexico
Bachelor of University Studies

Allen S. Hamilton Allen S. Hamilton Bethlehem, Pennsylvania Details
Allen S. Hamilton's Ameriprise Financial Services, Inc. Experience April 2013 - Present
Job Financial Advisor Camera, Hamilton & Associates a Private Wealth Advisory Practice of Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2013 - Present
Ameriprise Financial Services, Inc.   January 2008 - April 2013
Ameriprise Financial Services, Inc.   January 2007 - December 2007
Ameriprise Financial Services, Inc.   December 2004 - December 2006
The Hartford - PLANCO   2001 - 2004
Gartmore - Villanova Capital - Nationwide Family of Funds   1999 - 2001
OppenheimerFunds  1998 - 1999
The Hartford  1996 - 1998
Federated Investors, Inc.   1992 - 1996

Education
UCLA Anderson School of Management   1999 — 2000
Certificate Program, The Executive Program in Management

John Carroll University   1988 — 1992
BSBA Finance

Canisius High School Buffalo, NY   1985 — 1988

McQuaid Jesuit High School - Rochester, NY   1984 — 1985

College for Financial Planning
AAMS , CMFC, CRPC

Peter Vogel Peter Vogel Minneapolis, Minnesota Details
Peter Vogel's Ameriprise Financial Services, Inc. Experience May 2010 - August 2012
Job Regional Sales Specialist, RiverSource Insurance at Ameriprise Financial
Industry Financial Services
Experience
RiverSource Insurance at Ameriprise Financial   February 2014 - Present
RiverSource Insurance at Ameriprise Financial   August 2012 - February 2014
Ameriprise Financial Services, Inc.   May 2010 - August 2012

Skills
Series 7, Series 63, Retirement Planning, Business Planning, Territory..., Relationship Management, Estate Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Financial Advisory, Investment Strategies, Strategic Financial..., Insurance, Financial Planning

Education
University of St. Thomas   2003 — 2007
Bachelor of Science (BS), Financial Management

College for Financial Planning
CRPS - Chartered Retirement Plan Specialist

Christopher Davidson, CFP®, CRPC® Christopher Davidson, CFP®, CRPC® Tampa/St. Petersburg, Florida Area Details
Christopher Davidson, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience April 2013 - Present
Job Branch Manager at Ameriprise Financial Services, Inc. CA License #0G34678
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2013 - Present
Ameriprise Financial Advisors  November 2006 - November 2013
Ameriprise Financial Services, Inc.   June 2012 - March 2013

Education
College for Financial Planning   2007 — 2008
CRPC, Retirement Planning

University of South Florida - College of Business Administration   2003 — 2007
Bachelors, Finance/Marketing

ANGELA K. ADLER, CRPC® ANGELA K. ADLER, CRPC® Roseville, California Details
ANGELA K. ADLER, CRPC®'s Ameriprise Financial Services, Inc. Experience February 2009 - Present
Job Financial Advisor / Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2009 - Present
Merryll Lynch   November 1996 - February 2009

Education
College for Financial Planning
CRPC, Financial Planning and Services

Dan Milnamow, CFP® Dan Milnamow, CFP® Greater Detroit Area Details
Dan Milnamow, CFP®'s Ameriprise Financial Services, Inc. Experience July 1996 - December 2010
Job Director, Investment Management at TruVista Wealth Advisors
Industry Financial Services
Experience
TruVista Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, Inc.   January 2011 - Present
Ameriprise Financial Services, Inc.   July 1996 - December 2010

Skills
Security Analysis, Tactical Asset..., Portfolio Management, Investment Management, Asset Allocation

Education
University of Michigan - Ann Arbor   1992 — 1996
BA, Economics

College for Financial Planning   1998 — 2000
Certified Financial Planner™ practitioner

CFA Institute
Passed Level 1 of the CFA Program (Dec. 2013)

John Rush, CRPC® John Rush, CRPC® Hilton Head Island, South Carolina Details
John Rush, CRPC®'s Ameriprise Financial Services, Inc. Experience 1998 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
John Rush and Associates, a financial advisory practice of Ameriprise Financial Services, Inc.   2010 - Present
Ameriprise Financial Services, Inc.   1998 - Present

Education
College for Financial Planning   2008 — 2008
Chartered Retirement Planning Counselor

The Ohio State University   1986 — 1989
Bachelor of Arts & Sciences, 1989

Francisco Hernando Francisco Hernando Miami/Fort Lauderdale Area Details
Francisco Hernando's Ameriprise Financial Services, Inc. Experience September 1992 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 1992 - Present

Education
College for Financial Planning
CFP Professional Education Program, Financial Planning and Services

University of Bridgeport   1986 — 1988
Master of Business Administration (MBA), Finance, General

Andrew Fober, CFP Andrew Fober, CFP Cedar Falls, Iowa Details
Andrew Fober, CFP's Ameriprise Financial Services, Inc. Experience July 2007 - Present
Job Financial Advisor at Fober, Arensdorf and Associates
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2007 - Present
Principal Financial Group  2001 - 2007

Education
College for Financial Planning   2011 — 2012
CFP, Certified Financial Planner

University of Nebraska at Kearney   1998 — 2001
Bachelor of Arts (BA), Management Information Systems, General

University of South Carolina-Columbia   1997 — 1998

University of Northern Iowa   1996 — 1997

Ronald Brodrick Ronald Brodrick Greensboro/Winston-Salem, North Carolina Area Details
Ronald Brodrick's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Financial Advisor Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2014 - Present
Merrill Lynch Wealth Management  October 2012 - June 2014

Education
Temple University - Fox School of Business and Management   1996 — 1998
MBA, Executive MBA

College for Financial Planning   2013 — 2013
CRPC, Chartered Retirement Planning Counselor

College for Financial Planning   1986 — 2015
CFP, Certified Financial Planner

Rutgers University-New Brunswick   1979 — 1983
BA, Business Administration

Nathan M Daugherty Nathan M Daugherty Columbus, Ohio Area Details
Nathan M Daugherty's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present
Ameriprise Financial Services, Inc.   September 2012 - December 2013
Patch.com  October 2010 - October 2012
Comcast Sportsnet Chicago  November 2008 - November 2010
WREX TV  October 2006 - November 2008
WMDT-TV  October 2005 - October 2006

Education
College for Financial Planning   2013 — 2015
Financial Planning and Services

Ohio University   2001 — 2005
Bachelors, Broadcast Journalism

Devon Chandler, CFP® Devon Chandler, CFP® Virginia Beach, Virginia Details
Devon Chandler, CFP®'s Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present
Ameriprise Financial Services, Inc.   September 2008 - January 2014
Ameriprise Financial Services, Inc.   November 2000 - April 2008

Education
College for Financial Planning   2010 — 2012
Financial Planning and Services

University of Phoenix   2004 — 2011
Bachelor's degree, Business Management

Jason Burt, CFP®, CRPC® Jason Burt, CFP®, CRPC® Greater New York City Area Details
Jason Burt, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience September 2002 - Present
Job Financial Advisor at Mazzetti, Buscetto and Associates Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2002 - Present
Deutsche Bank  June 2000 - August 2002

Education
The American College   2007 — 2008
CFP® Program

College for Financial Planning   2005 — 2006
Chartered Retirement Planning Counselor (CRPC®) Program

State University of New York College at Cortland   1996 — 2000
Bachelor of Science, Economics

Rex Baxter Rex Baxter Greater Salt Lake City Area Details
Rex Baxter's Ameriprise Financial Services, Inc. Experience April 2009 - Present
Job Financial Advisor, Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2009 - Present
Merrill Lynch  April 1997 - April 2009
Fidelity Investments  1995 - 1997

Education
College for Financial Planning   2011 — 2011
Accredited Portfolio Management Advisor (APMA), Portfolio Management

The American College   2002 — 2004
Certified Financial Planner practitioner, Financial Planning

Weber State University   1991 — 1996
B.S. -Business Administration, Finance

Chris Pidel, CFP® Chris Pidel, CFP® Greater Minneapolis-St. Paul Area Details
Chris Pidel, CFP®'s Ameriprise Financial Services, Inc. Experience November 1986 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 1986 - Present
Theradyne Corp   November 1983 - October 1986
General Mills  July 1981 - October 1983

Education
College for Financial Planning   1988 — 2000
CFP, Financial Planning

Manhattan College   1977 — 1981
Business, Accounting

Chad Stalder Chad Stalder Greater Seattle Area Details
Chad Stalder's Ameriprise Financial Services, Inc. Experience December 2002 - September 2005
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS  December 2012 - Present
MorganStanley SmithBarney  September 2005 - December 2012
Ameriprise Financial Services, Inc.   December 2002 - September 2005
T-Mobile  2000 - 2002

Education
College for Financial Planning   2008 — 2008
CRPC, Chartered Retirement Planning Counselor

University of Idaho   1995 — 2000
BA, Business Finance

University of Idaho   1995 — 2000
BA, Information Technology

John E. Nelson John E. Nelson Greater Boston Area Details
John E. Nelson's Ameriprise Financial Services, Inc. Experience August 1981 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 1981 - Present
Ameriprise Financial  1981 - Present
Fidelity Bank  May 1969 - August 1981

Education
College for Financial Planning   1986 — 1988
CFP, Financial Planning

Mount Wachusett Community College   1966 — 1968
Associates, Business

Donna DeSanctis, CFP® Donna DeSanctis, CFP® Palm Beach, Florida Details
Donna DeSanctis, CFP®'s Ameriprise Financial Services, Inc. Experience December 2011 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2011 - Present
ING Financial Partners  July 2007 - November 2011
Ameriprise Financial Services, Inc.   September 1991 - July 2007
Ameriprise Financial Services, Inc.   1998 - 2002
Ameriprise Financial Services, Inc.   1996 - 1998
Citi  1984 - 1990

Education
College for Financial Planning   1998 — 2000
CFP® practitioner, Financial Planning and Services

Florida Atlantic University   1985 — 1990
Bachelor of Arts (BA), Finance

William J. Young, CRPC® William J. Young, CRPC® Greater Pittsburgh Area Details
William J. Young, CRPC®'s Ameriprise Financial Services, Inc. Experience 2001 - 2015
Job Financial Advisor at Ameriprise Financial Services, Inc. CRPC®, "william.j.young@ampf.com"
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2001 - 2015

Education
College for Financial Planning   2010 — 2011
CRPC, Retirement Planning

IBM Corporation - Project Management   1987 — 1987

Steven T. Marshall, CFP® Steven T. Marshall, CFP® Washington D.C. Metro Area Details
Steven T. Marshall, CFP®'s Ameriprise Financial Services, Inc. Experience 2011 - Present
Job Private Wealth Advisor at Steven Marshall & Associates, a private wealth advisory practice of Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2011 - Present
Ameriprise Financial Services, Inc.   1997 - 2011
Ameriprise Financial Services, Inc.   1988 - 1996
Ameriprise Financial Services, Inc.   1984 - 1996

Education
Shippensburg University of Pennsylvania
B.S. Behavioral Management

College for Financial Planning
Denver, Colorado

Ben Reece, CRPS, CFS Ben Reece, CRPS, CFS Atlanta, Georgia Details
Ben Reece, CRPS, CFS's Ameriprise Financial Services, Inc. Experience May 2002 - August 2003
Job Regional Sales Director at OneAmerica Financial Partners
Industry Financial Services
Experience
OneAmerica Financial Partners Inc.  February 2015 - Present
Principal Financial Group  July 2011 - February 2015
Principal Financial Group  August 2007 - May 2011
LPL Financial  March 2006 - August 2007
Biras Creek Resort Ltd  September 2003 - October 2005
Ameriprise Financial Services, Inc.   May 2002 - August 2003

Skills
401k, 403b, Sep-Simple..., 401k, Retirement Planning, Series 7, Retirement, IRAs, Series 63, Series 6, Uniform Combined State..., Asset Allocation, Retirement Plan..., Mutual Funds, Defined Benefit, Wealth Management, FINRA, Pensions, Investments

Education
Radford University - College of Business and Economics   1998 — 2002
Bachelor of Business Administration, Finance

College for Financial Planning   2012 — 2012
CRPS-Certified Retirement Plan Specialist, CFS-Certified Fund Specialist

Brian E. Keister Brian E. Keister Bethalto, Illinois Details
Brian E. Keister's Ameriprise Financial Services, Inc. Experience August 1988 - August 2002
Job Senior Financial Consultant at Brian E. Keister & Associates
Industry Financial Services
Experience
Brian E. Keister & Associates   August 2002 - Present
Ameriprise Financial Services, Inc.   August 1988 - August 2002

Education
Southern Illinois University at Edwardsville   2000 — 2005
Bachelor of Arts (B.A.), Communicaions

College for Financial Planning   1993 — 1993
CFP, Financial Planning and Services

Southern Illinois University, Edwardsville   1981 — 1984
Master of Business Administration (MBA), Finance and Information Management

Rosemary Thompson, CRPC(r) Rosemary Thompson, CRPC(r) Cleveland/Akron, Ohio Area Details
Rosemary Thompson, CRPC(r)'s Ameriprise Financial Services, Inc. Experience November 2011 - Present
Job Registered Sales Assistant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2011 - Present
Avon Independent Sales Representative - Rosemary Thompson   October 2009 - December 2012
BDS Financial Service Corporation   October 2010 - November 2011
Lincoln Financial Group  October 1997 - August 2010

Skills
Series 7, Retirement Planning, Insurance, Long-term Care, Life Insurance, Retirement Plan..., FINRA, Morningstar, Life, Term Life Insurance, Disability Insurance, Investment Strategies, Securities, IRAs, Mutual Funds, Financial Advisory, Recruiting, Fixed Annuities, Retirement, Wealth Management, Series 63, Finance

Education
College for Financial Planning   2008 — 2008
CRPC(R), Chartered Retirement Planning Counselor

College of Financial Planning through Cuyahoga Community College   2004 — 2006
Associate of Arts (A.A.), Finance and Financial Management Services

Cuyahoga Community College   1990 — 2002
Associates, Business

North Olmsted High School   1985 — 1989

Derek Schanhofer, CFP, CFS, MSFS Derek Schanhofer, CFP, CFS, MSFS Green Bay, Wisconsin Area Details
Derek Schanhofer, CFP, CFS, MSFS's Ameriprise Financial Services, Inc. Experience August 2012 - Present
Job Financial Advisor, Strategic Financial Group, a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2012 - Present
Financial Network Investment Corporation, Member SIPC  February 2009 - August 2012
MassMutual Financial Group  July 2006 - February 2009
PFIC Securities Corporation   January 1996 - July 2006

Education
College for Financial Planning   2006 — 2008
Master of Science in Personal Financial Planning, Financial Planning

St. Norbert College   1992 — 1995
BBA in Accounting/Finance, Accounting and Finance

Mark Hopler, CFP®, CRPC® Mark Hopler, CFP®, CRPC® Orlando, Florida Area Details
Mark Hopler, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2015 - Present
Amerprise Financial  August 2013 - July 2015
Ameriprise Financial  March 2009 - July 2013
Ameriprise Financial  March 2008 - March 2009
Ameriprise Financial Advisors  February 2002 - March 2008

Skills
Retirement Savings, Retirement Income..., Financial Planning, Wealth Management, 401k, Insurance, Investments, Training, Financial Goals, Series 7, Asset Allocation, Financial Advisory, Disability Insurance, Wealth Management..., 401k Rollovers, Variable Annuities, Certified Financial..., Uniform Combined State..., Retirement, Retirement Planning, Strategic Financial..., Finance, Mutual Funds, Financial Services, Investment Advisory, Estate Planning

Education
College for Financial Planning   2004 — 2008
CRPC & CFP, Finance

University of Massachusetts Lowell   1998 — 2002
Bachelors, Marketing, Information Systems

Craig Uffelman, CFP, CRPC Craig Uffelman, CFP, CRPC San Francisco Bay Area Details
Craig Uffelman, CFP, CRPC's Ameriprise Financial Services, Inc. Experience November 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2009 - Present
Ameriprise Financial Advisors  June 1999 - October 2009
Ameriprise Financial  1995 - 2008
Ameriprise Financial Services, Inc.   November 1995 - June 1999

Education
College for Financial Planning   1998 — 2007
CFP, CRPC, Financial Planning

Theological Studies   1979 — 1983
Theology

Edric McSween, CRPC Edric McSween, CRPC Washington D.C. Metro Area Details
Edric McSween, CRPC's Ameriprise Financial Services, Inc. Experience June 1993 - Present
Job Financial Advisor, Chartered Retirement Planning Counselor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1993 - Present
MetLife  March 1990 - October 1992
Chase Manhattan Corporation  March 1980 - March 1990

Skills
Retirement Planning, Strategic Financial..., Investments, Estate Planning, Retirement, Financial Planners, Finance, Small Business, Management, Personal Finance, Financial Goals, Wealth Management, Fixed Annuities, Series 7, Mutual Funds, Asset Allocation, Investment Advisory, Series 63, Financial Advisory, Investment Strategies

Education
College for Financial Planning   2008 — 2009
CRPC, Retirement Planning

Bayside High School

Anne Zvirblis, CFP®, ChFC®, CLU®, MBA Anne Zvirblis, CFP®, ChFC®, CLU®, MBA Greater Seattle Area Details
Anne Zvirblis, CFP®, ChFC®, CLU®, MBA's Ameriprise Financial Services, Inc. Experience September 1987 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 1987 - Present
First Investors  1986 - 1987

Education
The American College   2001 — 2003
CLU®, Chartered Life Underwriter

The American College   1997 — 1998
ChFC®, Chartered Financial Consultant

College for Financial Planning   1989 — 1991
CFP®, CERTIFIED FINANCIAL PLANNER certification

Miami University   1983 — 1984
1984, Master in Business Administration

The Ohio State University   1980 — 1982
B.S.L.H.R., Industrial Relations

Lorain County Community College   1978 — 1980
Associate's degree, Accounting

Sam Kolokithas, CRPC, CFS Sam Kolokithas, CRPC, CFS Washington D.C. Metro Area Details
Sam Kolokithas, CRPC, CFS's Ameriprise Financial Services, Inc. Experience May 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2000 - Present

Education
College for Financial Planning   2008 — 2008
CRPC - Chartered Retirement Planning Counselor

Institute of Business & Finance   2001 — 2001
CFS - Certified Fund Specialist

Dickinson College   1992 — 1996
B.A.

Marcy Keckler, CFP® Marcy Keckler, CFP® Greater Minneapolis-St. Paul Area Details
Marcy Keckler, CFP®'s Ameriprise Financial Services, Inc. Experience February 2013 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2013 - Present
Division of Indian Work  September 2007 - Present
Ameriprise Financial Services, Inc.   February 2011 - February 2013
Ameriprise Financial  October 2006 - February 2011
Ameriprise Financial  January 2006 - October 2006
Ameriprise Financial  August 2005 - January 2006
Ameriprise Financial  May 2004 - August 2005
American Express Financial Advisors  January 2002 - May 2004
American Express Financial Advisors  January 2000 - January 2002
American Express Financial Advisors  September 1996 - November 1998

Skills
Financial Advisory, Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Series 63, Retirement, Mutual Funds, Estate Planning, Relationship Management, Asset Allocation, Finance, Securities, Investment Advisory, Investments, Trusted Business Partner, Business Excellence

Education
Georgetown University   1987 — 1991
BA

College for Financial Planning   2014 — 2014
Chartered Retirement Planning Counselor

Chris Valle, CFP®, CRPC® Chris Valle, CFP®, CRPC® Washington D.C. Metro Area Details
Chris Valle, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience February 2002 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2002 - Present

Education
College for Financial Planning   2013 — 2014
CFP®, CERTIFIED FINANCIAL PLANNER™ practitioner

College for Financial Planning   2006 — 2007
CRPC, Chartered Retirement Planning Counselor

University of Maryland College Park   1997 — 2000
BA, Economics

Kable Doria, CFP®, MBA Kable Doria, CFP®, MBA Sacramento, California Area Details
Kable Doria, CFP®, MBA's Ameriprise Financial Services, Inc. Experience September 2007 - Present
Job Branch Manager and Associate Vice President at Ameriprise Financial Services, Inc. CA Insurance 0C89424
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   September 2007 - Present
Ameriprise Financial Services, Inc.   November 1999 - September 2007

Education
University of Phoenix   2005 — 2010
MBA, Finance

College for Financial Planning   2004 — 2006
CFP, Finance

University of California, Santa Barbara   1992 — 1997
BS, Political Science

Katherine Rubin Katherine Rubin Philadelphia, Pennsylvania Details
Katherine Rubin's Ameriprise Financial Services, Inc. Experience July 2005 - November 2009
Job Financial Advisor at Wahlberg Financial Services, LLC.
Industry Financial Services
Experience
Wahlberg Financial Services, LLC.   February 2010 - Present
Ameriprise Financial Services, Inc.   July 2005 - November 2009
Ameriprise Financial Services, Inc.   July 2005 - November 2009

Skills
Financial Planning, Saving for Education, Retirement Income..., Retirement Plan..., Wealth Preservation..., Protection..., Personal Finance, 401k Rollovers, Retirement Savings, 529 Plans, IRA's, Roth IRA, Investment Selection, Comprehensive Wealth..., Insurance Planning, Tax Reduction Strategies, Retirement Planning, Wealth Management, Financial Advisory, Financial Services, Portfolio Management, Certified Financial..., Investment Advisory, Insurance, Investment Management

Education
Bard Gradute Center   2000 — 2002
MA, Decorative Arts History

Franklin & Marshall College   1996 — 2000
BA, Art History/History

College for Financial Planning
Chartered Retirement Planning Counselor, Financial Planning

Kathy Piotrowski Kathy Piotrowski Rochester, Michigan Details
Kathy Piotrowski's Ameriprise Financial Services, Inc. Experience February 1987 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 1987 - Present

Education
College for Financial Planning
CFP Professional Education Program

Michigan State University
Bachelor of Fine Arts (B.F.A.)

Sharon Kaplove Sharon Kaplove Greater New York City Area Details
Sharon Kaplove's Ameriprise Financial Services, Inc. Experience January 2003 - Present
Job Financial Advisor | CERTIFIED FINANCIAL PLANNER™ practitioner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2003 - Present

Education
College for Financial Planning   1995 — 1997
CFP, CRPC, Financial Planning & Retirement Planning

University of Delaware   1980 — 1984
B.A. Economics

Gregg Becker CFP, ChFC, CLU. Gregg Becker CFP, ChFC, CLU. Toledo, Ohio Area Details
Gregg Becker CFP, ChFC, CLU.'s Ameriprise Financial Services, Inc. Experience June 1987 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1987 - Present
Border Basketball Officials Association   October 2011 - Present
Wood County Basketball Officials Association   October 2013 - Present
Ohio/ Mi Basketball Official   2001 - Present
Medicare Equipment Supply   1978 - 1987

Education
College for Financial Planning

University of Toledo   1982 — 1986
Associate's degree, General Sales, Merchandising and Related Marketing Operations

Woodward High School   1976 — 1979

Daniel Antokal Daniel Antokal Greater New York City Area Details
Daniel Antokal's Ameriprise Financial Services, Inc. Experience April 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2014 - Present
Antokal & Associates LLC   November 2013 - April 2014
JPMorgan Chase  May 2007 - November 2013
JPMorgan Chase Bank, N.A.   July 2005 - April 2007
JPMorgan Chase Bank, N.A.   December 2002 - June 2005
JPMorgan Chase Bank, N.A.   April 2000 - November 2002
JPMorgan Chase Bank, N.A.   April 1999 - April 2000

Education
College for Financial Planning   2008 — 2013
Certificate of Completion of the CFP Certification Professional Education Program, Financial Planning and Services

Fordham University   1987 — 1990
Master of Business Administration (MBA), Finance, General

Georgetown University   1982 — 1986
Bachelor of Science in Business Administration (B.S.B.A.), Finance, General

Christopher Columbus High School   1978 — 1982

JOHN MATHENY JOHN MATHENY Mooresville, North Carolina Details
JOHN MATHENY's Ameriprise Financial Services, Inc. Experience October 1991 - December 2006
Job Regional Bank Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  October 2012 - Present
The Growing Child   December 2006 - February 2010
Ameriprise Financial Services, Inc.   October 1991 - December 2006

Skills
Personal Financial...

Education
University of Florida   1988 — 1989
Bachelor of Science Business Administration, Finance and Financial Management Services

College for Financial Planning
CFP, CFP

Duvan Brock, CFP®, ChFC, CMFC, CRPC Duvan Brock, CFP®, ChFC, CMFC, CRPC Greater Atlanta Area Details
Duvan Brock, CFP®, ChFC, CMFC, CRPC's Ameriprise Financial Services, Inc. Experience August 1991 - August 2009
Job Executive Vice President Financial Advisor Relations at Dempsey Lord Smith, LLC
Industry Financial Services
Experience
Duvan Brock Financial Services Inc.   August 2009 - Present
Dempsey Lord Smith, LLC   August 2009 - Present
Ameriprise Financial Services, Inc.   August 1991 - August 2009
Edward Jones  September 1986 - May 1989

Skills
Strategic Planning, Investments, New Business Development, Business Strategy, Customer Service, Insurance, Sales Management, Retirement Planning, Marketing Strategy, Strategic Financial..., Risk Management, Asset Allocation, Management, Series 7, Wealth Management, Leadership, Finance, IRAs, Real Estate, Investment Advisory, Business Development, Mutual Funds, Series 63, Portfolio Management, 401k, Budgets, Process Improvement, Investment Strategies, Retirement, Financial Advisory, Financial Planners, Wealth, Sales, Personal Financial..., Wealth Management..., ETFs, Wealth Accumulation, Series 24

Education
The American College   1999 — 2001
Chartered Financial Consultant

Jacksonville State University   1982 — 1986
Bachelor of Science (B.S.), Finance

College for Financial Planning
Chartered Mutual Fund Counselor and Chartered Retirement Planning Counselor, Financial Planning and Services

Jeffrey S. Miller, CFP CFS Jeffrey S. Miller, CFP CFS Greater Boston Area Details
Jeffrey S. Miller, CFP CFS's Ameriprise Financial Services, Inc. Experience September 1990 - Present
Job CFP at Ameriprise
Industry Financial Services
Experience
Ameriprise  September 1990 - Present
Ameriprise Financial Services, Inc.   September 1990 - Present

Education
College for Financial Planning   1992 — 1994
CFP, Denver, CO

Union College   1986 — 1990
BA, Economics

Boston University London Internship

St John's Prep   1982 — 1986

Mark Powers, CFP® Mark Powers, CFP® Evansville, Indiana Area Details
Mark Powers, CFP®'s Ameriprise Financial Services, Inc. Experience 1980 - Present
Job Financial Advisor, Compass Financial Group, a financial advisory practice of Ameriprise Financial
Industry Financial Services
Experience
Compass Financial Group a financial advisory practice of Ameriprise Financial Services, Inc.   July 2003 - Present
Ameriprise Financial Services, Inc.   1980 - Present

Education
College for Financial Planning   1992 — 1994
CFP®, CERTIFIED FINANCIAL PLANNER™ practitioner

Vanderbilt University   1966 — 1970
BA, Political Science

Culver Military Academy   1962 — 1966

Pete Piccoli, CRPC Pete Piccoli, CRPC Melbourne, Florida Area Details
Pete Piccoli, CRPC's Ameriprise Financial Services, Inc. Experience November 2011 - September 2014
Job Owner/ President at Piccoli Financial Group
Industry Financial Services
Experience
Piccoli Financial Group   September 2014 - Present
Ameriprise Financial Services, Inc.   November 2011 - September 2014
Chase Investment Services  June 2010 - November 2011
PNC Investments  June 2006 - October 2010

Skills
Retirement, Project Planning, Retirement Planning, Finance, Series 7, Investments, Fixed Annuities, Financial Planning, Series 63, Mutual Funds, Financial Advisory, Estate Planning, Asset Allocation, Loans, Portfolio Management

Education
College for Financial Planning   2013 — 2013
CRPC

University of Arkansas at Fayetteville   1979 — 1984
Finance

Glenn Suppanz, MBA, CFP® Glenn Suppanz, MBA, CFP® Scottsdale, Arizona Details
Glenn Suppanz, MBA, CFP®'s Ameriprise Financial Services, Inc. Experience August 2005 - August 2007
Job Senior Wealth Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard  September 2014 - Present
Vanguard  January 2012 - September 2014
Vanguard  May 2010 - December 2011
Vanguard  January 2008 - May 2010
Ameriprise Financial Services, Inc.   August 2005 - August 2007
Prudential Financial  February 2000 - August 2005

Skills
Series 7, Series 63, Life Insurance, Retirement Planning, Mutual Funds, Series 6, Series 24, Uniform Combined State..., Retirement, Wealth Management, FINRA, Investments, Strategic Financial..., Fixed Annuities, Investment Advisory, Financial Advisory, Securities, Estate Planning, Asset Managment, Fixed Income, Portfolio Management, Insurance

Education
University of Miami - School of Business   1995 — 2000
MBA, International Business & Marketing

Rutgers University-New Brunswick   1985 — 1990
BA, Economics

College for Financial Planning
CFP

Richard Bertuola Richard Bertuola Mcadoo, Pennsylvania Details
Richard Bertuola's Ameriprise Financial Services, Inc. Experience February 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc. since 2/2000
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2000 - Present
Western & Southern Life  September 1997 - February 2000

Education
College for Financial Planning   2007 — 2011
Currently Studying, Certified Financial Planner

Beaver College   1991 — 1993
BA, Psychobiology

Leon Vetter Leon Vetter Dickinson, North Dakota Details
Leon Vetter's Ameriprise Financial Services, Inc. Experience July 1994 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 1994 - Present
Combined Insurance United States  December 1985 - July 1994

Education
College for Financial Planning   1998 — 1999
CFP Professional Education Program

Larry A. Walck, CFP®, CRPC® Larry A. Walck, CFP®, CRPC® Birmingham, Alabama Area Details
Larry A. Walck, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience December 2008 - February 2012
Job CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning Counselor ℠, at GrandView Financial Group, LLC.
Industry Financial Services
Experience
GrandView Financial Group, LLC   February 2012 - Present
Ameriprise Financial Services, Inc.   December 2008 - February 2012
JCPenney  April 1991 - April 2008

Education
University of Oklahoma   1973 — 1976
Bachelor of Business Administration, Accounting and Finance

The American College   2011 — 2011
CFP® Certification Education

College for Financial Planning   2010 — 2010
Chartered Retirement Planning Counselor℠ Education

Ardmore High School

Christian H. DePaul, CFP, MS, CDFA Christian H. DePaul, CFP, MS, CDFA Lynchburg, Virginia Area Details
Christian H. DePaul, CFP, MS, CDFA's Ameriprise Financial Services, Inc. Experience January 2006 - April 2015
Job Certified Financial Planner DePaul Wealth Management
Industry Investment Management
Experience
DePaul Wealth Management   April 2015 - Present
NFLPA  2014 - Present
Ameriprise Financial Services, Inc.   January 2006 - April 2015
Ameriprise Financial Services, Inc.   November 1990 - April 2015
Bedford Area Chamber of Commerce  2015 - 2015
Bedford Area Chamber of Commerce  2015 - 2015
Bedford Area Chamber of Commerce  2015 - 2015
Bedford Area Chamber of Commerce  2015 - 2015
Greater Lynchburg Transit Company   2009 - 2015
Alliance Française  2013 - 2014

Skills
Investment Strategies, Financial Planning, Estate Planning, Estate Preservation, Life Insurance, Tax Planning, Inheritance Tax Planning, Estate Tax Planning, Long Term Care Insurance, Certified Divorce..., Certified Financial..., Risk Management, UFC, MLB, NFL, MMA

Education
College for Financial Planning   2008 — 2010
MS, Master of Science in Finance

The Institute for Divorce Financial Analysts   2004 — 2006
CDFA, Divorce

College for Financial Planning
CFP

Syracuse University
B. S. Biology

Mohawk Valley Community College   1977 — 1979
A. S. Science

Lynchburg City Master Gardeners

Robert Watkins, CFS, AAMS, CRPC Robert Watkins, CFS, AAMS, CRPC Athens, Georgia Area Details
Robert Watkins, CFS, AAMS, CRPC's Ameriprise Financial Services, Inc. Experience December 1993 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 1993 - Present

Education
College for Financial Planning   1999 — 2008
CRPC and AAMS, Chartered Retirement Planning Counselor and Accredited Asset Management Specialist

The Institue of Business and Finance   1998 — 1999
CFS, Certified Funds Specialist

The University of Georgia   1990 — 1994
BBA, Finance and Risk Management Insurance

Brett White, CFP, APMA Brett White, CFP, APMA Greater Chicago Area Details
Brett White, CFP, APMA's Ameriprise Financial Services, Inc. Experience September 1991 - Present
Job Private Wealth Advisor, Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 1991 - Present

Education
College for Financial Planning   1994 — 1995
Certified Financial Planner

Northern Illinois University   1987 — 1990
BS, Economics

Donald Wigglesworth, CRPC Donald Wigglesworth, CRPC Sacramento, California Area Details
Donald Wigglesworth, CRPC's Ameriprise Financial Services, Inc. Experience April 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2000 - Present
Composites Manufacturing Industry   December 1998 - January 2000
Truck Accessories Group, Inc.   1987 - 1999

Education
College for Financial Planning
Chartered Retirement Planning Counselor

University of Maryland College Park
Bachelors of Science, Industrial Education

Deron Shymkewich, CFP, CRPC Deron Shymkewich, CFP, CRPC Lisle, Illinois Details
Deron Shymkewich, CFP, CRPC's Ameriprise Financial Services, Inc. Experience 2009 - 2011
Job Vice President of Investments at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC  January 2012 - Present
Ameriprise Financial Services, Inc.   2009 - 2011
H&R Block Financial Advisors  2000 - 2008

Skills
Retirement Planning, Saving for Education, Series 7, Wealth Management, Investment Advisory, Investments, Financial Advisory, Asset Allocation, Mutual Funds, Estate Planning, Strategic Financial..., Employee Stock Options, Retirement

Education
College for Financial Planning   2000 — 2001
CFP, Financial & Retirement Planning

North Central College   1992 — 1993
BA, Finance

Phil Simonides, CFP Phil Simonides, CFP Washington D.C. Metro Area Details
Phil Simonides, CFP's Ameriprise Financial Services, Inc. Experience March 2009 - February 2011
Job Group Vice President at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™  October 2014 - Present
ING Financial Partners  February 2011 - October 2014
Ameriprise Financial Services, Inc.   March 2009 - February 2011
Ameriprise Financial Services, Inc.   September 1999 - March 2009
American Express Financial Advisors  July 1990 - September 1999

Skills
Retirement Planning, Tax Planning, Leadership, Retirement, Finance, Wealth Management, Investments, Financial Services, Financial Planning, Mutual Funds, Management

Education
College for Financial Planning   1992 — 1994
CFP, Certified Financial Planner

Middlebury College   1983 — 1987
BA, Economics

J.R. Wagner J.R. Wagner Phoenix, Arizona Area Details
J.R. Wagner's Ameriprise Financial Services, Inc. Experience July 2000 - January 2014
Job Investor and Entrepreneur
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2000 - January 2014

Education
West Virginia Wesleyan College
Bachelor of Science, Business & Finance

College for Financial Planning

The American College

Keith Glackin Keith Glackin Portland, Oregon Area Details
Keith Glackin's Ameriprise Financial Services, Inc. Experience 1999 - 2011
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  June 1999 - Present
Ameriprise Financial Services, Inc.   1999 - 2011
Timber Talkers   2009 - 2009
Thriftway Stores, Portland OR   1987 - 1999

Education
The American College   2001 — 2002
LUTC Fellow, Financial Planning

College for Financial Planning   2000 — 2001
CRPC, Financial Planning

Astoria High School   1971 — 1974
High school diploma

Jordan Patros, CRPC® Jordan Patros, CRPC® Minneapolis, Minnesota Details
Jordan Patros, CRPC®'s Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Regional Sales Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2015 - Present
Advantage Investment Management   April 2013 - June 2015
LPL Financial  August 2012 - June 2015
Allianz Life  February 2007 - March 2012
MetLife  November 2004 - June 2006

Skills
Retirement Planning, Retirement, Series 6, Variable Annuities, Financial Planners, Series 7, Series 63, Retirement Plan..., Mutual Funds, Financial Services, Securities, Series 66, Retirement Income..., Financial Planning, Wealth Management, Creative Strategy, Creative Problem Solving, Creative Services, Small Business..., Alternative Investments, Insurance, Estate Planning, College Education..., Outdoor Emergency Care, Business Coaching, Strategic Prospecting, Marketing Strategy

Education
College for Financial Planning   2011 — 2012
Chartered Retirement Planning Counselor or CRPC®, Retirement Planning

University of Minnesota-Twin Cities   1999 — 2003
Bachelor of Arts (BA), Journalism

Todd Hubley, CFP®, MBA Todd Hubley, CFP®, MBA New York, New York Details
Todd Hubley, CFP®, MBA's Ameriprise Financial Services, Inc. Experience 2013 - Present
Job Branch Manager, Financial Advisor, CERTIFIED FINANCIAL PLANNER TM, practitioner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2013 - Present
Ameriprise Financial  October 2003 - April 2013
DialAmerica Marketing  1999 - 2000
UPS  1995 - 1999

Education
College for Financial Planning   2003 — 2004
CMFC, CRPC, Chartered Mutual Fund Counselor, Chartered Retirement Planning Counselor

Seton Hall University   2001 — 2003
MBA, Management

San Francisco State University   1994 — 1997
BA, Cinema

Menlo College   1992 — 1994

American School in Japan   1985 — 1992

Corrado Dell'aglio, CFP®, APMA, MBA Corrado Dell'aglio, CFP®, APMA, MBA Greater New York City Area Details
Corrado Dell'aglio, CFP®, APMA, MBA's Ameriprise Financial Services, Inc. Experience November 1992 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 1992 - Present

Skills
Estate Planning..., Tax Planning..., Saving for Education, Retirement Planning, Financial Planning, Estate Planning, Investments, Finance, Mutual Funds, Wealth Management, Retirement, Series 7, Asset Allocation

Education
College for Financial Planning
APMA

Certified Financial Planner
Certified Financial Planner

St. John's University
Master of Business Administration (M.B.A.), Finance/Marketing

Nicole M. Glowka Nicole M. Glowka West Chester, Ohio Details
Nicole M. Glowka's Ameriprise Financial Services, Inc. Experience April 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2000 - Present

Education
College for Financial Planning

The American College

Bill Van Hoy Bill Van Hoy Norfolk, Virginia Area Details
Bill Van Hoy's Ameriprise Financial Services, Inc. Experience July 1986 - March 2008
Job Coaching and consulting with business entrepreneurs to break free of obstacles holding you back
Industry Marketing and Advertising
Experience
FPA of Hampton Roads   November 2014 - Present
Get High Value Clients   January 2013 - Present
Value Marketing Systems   2009 - Present
National Speakers Association  2012 - 2013
Ameriprise Financial Services, Inc.   July 1986 - March 2008
Ritter Stouffer Virok & Van Hoy   1986 - 2007
US Navy  1965 - 1986

Skills
Small Business..., Advisor to..., Coach to Financial..., Strategist to Financial..., Architect of High Value..., Creator of Premium..., Catalyst for Creative..., Promoter of Unique..., Speaker/Trainer for..., Designer of Productive..., Marketing Strategist, Stay in Touch Marketing, Positive Change Catalyst, Advocate for On-Going..., Advocate for Boardroom..., Designer of Unique..., Strategist for..., Tactician for Business..., Designer of The..., Public Speaking, Entrepreneurship, Strategic Planning, Leadership, Training

Education
College for Financial Planning   1986 — 1989
CFP, Financial Planning

Naval Postgraduate School   1981 — 1983
MS, Command, Control and Communications

North Carolina State University   1967 — 1971
BS, Electrical Engineering

Goldsboro High School

Goldsboro High School

Goldsboro High School

Goldsboro High School

Jay Geaslen, CIMA®, C(k)P®, CRPC®, MBA Jay Geaslen, CIMA®, C(k)P®, CRPC®, MBA Atlanta, Georgia Details
Jay Geaslen, CIMA®, C(k)P®, CRPC®, MBA's Ameriprise Financial Services, Inc. Experience April 2013 - Present
Job Financial Advisor & Managing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2013 - Present
Merrill Lynch  1999 - 2013

Education
The Retirement Advisor University, UCLA
Certified 401k Professional C(k)P

College for Financial Planning   2006 — 2007
Chartered Retirement Planning Counselor (CRPC)

Wharton Business School   2004 — 2005
Certified Investment Management Analyst (CIMA)

Rensselaer Polytechnic Institute   1979 — 1981
Master of Business Administration (M.B.A.), Finance

The Ohio State University   1971 — 1976
Bachelor of Science (B.S.), College of Engineering, School of Architecture

David Mickelson, CRPC® David Mickelson, CRPC® Bismarck, North Dakota Area Details
David Mickelson, CRPC®'s Ameriprise Financial Services, Inc. Experience May 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2012 - Present
Scheels All Sports  February 2012 - December 2012
Keller Williams Roers Realty  February 2011 - June 2012
Scott Financial Corporation   November 2010 - June 2011
IDEA Center  June 2010 - November 2010
Scott Financial Corporation   May 2009 - August 2009
Scott Financial Corporation   May 2008 - August 2008

Education
College for Financial Planning
Chartered Retirement Planning Counselor, Retirement Planning

The University of North Dakota   2006 — 2010
Bachelor of Business Administration (B.B.A.), Investments

Al Korb Al Korb Portland, Oregon Area Details
Al Korb's Ameriprise Financial Services, Inc. Experience 2005 - Present
Job Ameriprise Financial | Financial Advisor | CRPC
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2005 - Present
M Financial   2000 - 2004

Education
College for Financial Planning
CRPC

Salem State College
Bachelor of Arts, Economics

Tim Nasworthy, CFP, AIF Tim Nasworthy, CFP, AIF Richmond, Virginia Area Details
Tim Nasworthy, CFP, AIF's Ameriprise Financial Services, Inc. Experience 2005 - 2011
Job Helping 401k Plan Sponsors and Participants by Reducing Costs, Enhancing Client Experiences and Lowering Liability
Industry Financial Services
Experience
Arsenal 401k Advisors   January 2014 - Present
Retirement Alliance, Inc.   April 2011 - January 2014
Ameriprise Financial Services, Inc.   2005 - 2011
Alliance Capital Management / Hartford Retirement Plans Group   2000 - 2005
Scott & Stringfellow  January 1995 - January 2000
United States Navy  January 1979 - April 1984

Skills
ERISA, Qualified Retirement..., Retirement, Financial Advisory, Pensions, Investment Advisory, Investments, Defined Benefit, Defined Contribution, Wealth Management..., Series 65, Series 7, FINRA, Fiduciary Services, TPA, Mutual Funds, Series 6, Series 63, Profit Sharing, Retirement Plan..., 401k, Third Party..., 401k Recordkeeping, Asset Allocation

Education
The Center for Fiduciary Studies   2008 — 2009
AIF

College for Financial Planning   1991 — 1993
CFP

Randolph-Macon College   1974 — 1978
B.A.

Annandale High School

Jennifer Ostrow Jennifer Ostrow Greater Philadelphia Area Details
Jennifer Ostrow's Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job Client Service Coordinator at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   February 2014 - Present
Meyer Capital Group   February 2012 - January 2014
Sargent Bickham Lagudis, LLC   May 2008 - August 2011
Heritage Trust Company of New Mexico   1997 - 2007
The Rikoon Group   1999 - 2002
Taos Financial Strategies   1994 - 1997

Skills
Portfolio Management, Public Speaking, Series 7, Asset Allocation, Marketing, Investments, Wealth Management, Retirement, Securities, CRM

Education
University of Phoenix   1997 — 1999
BS in Business - Accounting, Accounting

College for Financial Planning
Foundations in Financial Planning, Paraplanner Certificate

SUNY Oswego
Liberal Arts, Liberal Arts

Susan Zurawski, CFP® Susan Zurawski, CFP® Green Bay, Wisconsin Area Details
Susan Zurawski, CFP®'s Ameriprise Financial Services, Inc. Experience June 1987 - Present
Job Financial Advisor An Ameriprise Platinum Financial Services practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1987 - Present

Education
College for Financial Planning   1989 — 1991
CFP, Financial Planning

Bethel College   1975 — 1979
B.S., Education and Human Social Services

Eugene Abelow, ChFC, CRPC Eugene Abelow, ChFC, CRPC Washington D.C. Metro Area Details
Eugene Abelow, ChFC, CRPC's Ameriprise Financial Services, Inc. Experience May 1994 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 1994 - Present

Education
The American College   2004 — 2006
ChFC, Economics, Risk Management, Investment Portfolio Management, Estate Planning

College for Financial Planning   2001 — 2001
Chartered Retirement Planning Counselor, Retirement Planning

University of Maryland College Park   1975 — 1978
BS, Agriculture

Jeremy Eshelman, CFP®, CRPC® Jeremy Eshelman, CFP®, CRPC® Greater Minneapolis-St. Paul Area Details
Jeremy Eshelman, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Capital Markets Specialist, Wealth Management at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2015 - Present
Ameriprise Financial Services, Inc.   February 2013 - January 2015
Ameriprise Financial Services, Inc.   May 2009 - February 2013
CUNA Mutual Group  2007 - 2009
Ameriprise Financial Services, Inc.   2005 - 2007
Wells Fargo Home Mortgage  2004 - 2004

Skills
Series 7, Financial Advisory, Financial Services, Marketing Strategy, Sales Management, Personal Financial..., Life Insurance, Leadership, Finance, Strategic Financial..., Insurance, Retirement Planning, Portfolio Management, Banking, Sales, Wealth Management, Financial Planning

Education
University of Minnesota-Twin Cities   2001 — 2005
BA, Economics

College for Financial Planning

Donald Grassi CRPC®, AAMS®, AWMA® Donald Grassi CRPC®, AAMS®, AWMA® Independence, Ohio Details
Donald Grassi CRPC®, AAMS®, AWMA®'s Ameriprise Financial Services, Inc. Experience 1992 - Present
Job LaBanc and Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1992 - Present

Education
College for Financial Planning

College for Financial Planning

College for Financial Planning

Kent State University
Bachelor’s Degree, Finance

Sabrina Canning Sabrina Canning Sacramento, California Area Details
Sabrina Canning's Ameriprise Financial Services, Inc. Experience September 1995 - August 2014
Job Senior Associate Investment Advisor Representative at Transamerica Financial Advisors, Inc. and World Financial Group
Industry Management Consulting
Experience
Transamerica Financial Advisors, Inc.   March 2015 - Present
Assisted Financial Advisory, Business Practice and Marketing Consultant   August 2014 - Present
National Association of Professional Women (NAPW)   2014 - 2015
Ameriprise Financial Services, Inc.   September 1995 - August 2014
Maloof Sports & Entertainment  September 2001 - June 2002
The Money Store  January 1998 - July 1998

Skills
Financial Advisory, Retirement Planning, Series 7, Finance, Securities, Retirement, Management, Estate Planning, Financial Planning, Asset Management, Asset Allocation, Integrated Marketing, Marketing Management, Wealth Management, Investments, Financial Services, Marketing Strategy, Long-term Care, Strategic Financial..., Financial Planners, Microsoft Excel, 401k, Insurance, Mutual Funds, Marketing, Leadership, Business Planning, Public Speaking, Business Development, Strategic Planning

Education
College for Financial Planning   2014 — 2015
CRPC - Chartered Retirement Planning Counselor

Yuba College   1992 — 1993
Accounting and bookkeeping

Marysville High School, Marysville CA   1988 — 1991
Dipolma, General

Craig B. Miller, CFP®, CRPC® Craig B. Miller, CFP®, CRPC® Raleigh-Durham, North Carolina Area Details
Craig B. Miller, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience April 2011 - December 2014
Job CERTIFIED FINANCIAL PLANNER™ practitioner at Ameriprise Financial
Industry Financial Services
Experience
McClaugherty & Associates, a Private Wealth Advisory practice of Ameriprise Financial Services, Inc.   January 2015 - Present
Ameriprise Financial Services, Inc.   April 2011 - December 2014
Ameriprise Financial Services, Inc.   March 2007 - March 2011
Ameriprise Financial Services, Inc.   March 2006 - March 2007

Education
Certified Financial Planner Board of Standards, Inc.   2012 — 2013
CFP® - Certified Financial Planning Professional

College for Financial Planning   2011 — 2011
CRPC® - Chartered Retirement Planning Counselor™

Florida Atlantic University   2002 — 2006
Bachelor of Business Administration, Finance, Marketing

James Knapp, CFP, APMA, CRPC James Knapp, CFP, APMA, CRPC Greater Minneapolis-St. Paul Area Details
James Knapp, CFP, APMA, CRPC's Ameriprise Financial Services, Inc. Experience April 2003 - April 2012
Job President at Heritage Wealth Architects
Industry Financial Services
Experience
Heritage Wealth Architects   April 2012 - Present
Ameriprise Financial Services, Inc.   April 2003 - April 2012

Education
College for Financial Planning   2010 — 2010
APMA, Accredited Portfolio Management Advisor

Minnesota State University, Mankato   2008 — 2009
Financial Planning Certificate Program, Certified Financial Planning

Luther College   1995 — 1999
BA, Business Management

Jennifer Baltic-Osgood Jennifer Baltic-Osgood Tampa/St. Petersburg, Florida Area Details
Jennifer Baltic-Osgood's Ameriprise Financial Services, Inc. Experience January 1993 - Present
Job Private Wealth Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 1993 - Present
Osgood & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.   January 1993 - Present

Skills
Business Planning,...

Education
Eastern Michigan University   1988 — 1992
BS, 1992 Finance, Finance, Accounting

College for Financial Planning
Chartered Retirement Planning Counselor, Retirement, Tax and Estate Planning

James Simon, MS, CFP®, CRPC® James Simon, MS, CFP®, CRPC® Alexandria, Virginia Details
James Simon, MS, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience October 2006 - March 2010
Job Vice President Financial Consultant
Industry Financial Services
Experience
Charles Schwab  April 2012 - Present
District of Columbia Army National Guard  May 2014 - Present
Florida Army National Guard  March 2012 - May 2014
Charles Schwab  March 2010 - April 2012
Florida Army National Guard  November 2003 - March 2012
Florida Army National Guard  September 2010 - December 2011
Ameriprise Financial Services, Inc.   October 2006 - March 2010
Florida Army National Guard  December 2005 - December 2009

Skills
Active TS/SCI Clearance, Military, Defense Support to...

Education
College for Financial Planning   2011 — 2013
Masters of Science, Personal Financial Planning

US Army Fires Center of Excellence   2013 — 2013
Air Defense Artillery Advanced Course

College for Financial Planning   2008 — 2010
CFP® Certification Professional Education Program

College for Financial Planning   2008 — 2008
Chartered Retirement Planning Counselor -CRPC®

US Army Signal Center   2006 — 2006
Basic Officer Leaders Course

University of Florida   2001 — 2005
Liberal Arts, Economics, History

Jeffrey Bartleson CRPC®, AAMS® Jeffrey Bartleson CRPC®, AAMS® Greater Denver Area Details
Jeffrey Bartleson CRPC®, AAMS®'s Ameriprise Financial Services, Inc. Experience July 1997 - Present
Job Financial Advisor, Chartered Retirement Planning Counselor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 1997 - Present

Skills
Investments, Financial Advisory, Estate Planning, Finance, FINRA, Series 7, Mutual Funds, Retirement Planning, Series 63, Asset Allocation

Education
Colorado State University   1989 — 1994
B.S./B.A., B.S. Business Administration, B.A. Political Science

College for Financial Planning   2009 — 2010
Accredited Asset Management Specialist

College for Financial Planning   2008 — 2008
Chartered Retirement Planning Counselor

Bill Knapp, CFP, ChFC Bill Knapp, CFP, ChFC Greater Minneapolis-St. Paul Area Details
Bill Knapp, CFP, ChFC's Ameriprise Financial Services, Inc. Experience October 1993 - Present
Job Private Wealth Advisor at Knapp & Associates, a private wealth advisory practice at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 1993 - Present

Education
College for Financial Planning
CFP

The American College
ChFC

University of Minnesota-Twin Cities
Economics, Mathematics

Wayzata High School

George R. Collett, CFP® George R. Collett, CFP® Phoenix, Arizona Area Details
George R. Collett, CFP®'s Ameriprise Financial Services, Inc. Experience October 1993 - March 1996
Job Founder & President, Your Source Financial
Industry Financial Services
Experience
Your Source Financial   April 2000 - Present
AdvisorShares  June 2012 - Present
DeGreen Financial   April 1997 - April 2000
The Acacia Group LLC  March 1996 - April 1997
Ameriprise Financial Services, Inc.   October 1993 - March 1996
Industrial Bolt and Screw Supply   December 1992 - October 1993
The Lucks Company  March 1990 - December 1992
US Navy  May 1982 - May 1991

Skills
Certified Financial..., Portfolio Management, Business Planning, Estate Planning, Pension Systems, Life Insurance, Finance, Small Business, Management, Mutual Funds, Private Equity, Corporate Finance, Strategic Planning, Investments, New Business Development, Investment Strategies, Financial Advisory, Start-ups

Education
Wabash College   1978 — 1982
Bachelor of Arts (BA), Philosophy and Religious Studies

College for Financial Planning   1999 — 2002
Personal Finance

Thomas M. Leonardi, CFP Thomas M. Leonardi, CFP Cleveland/Akron, Ohio Area Details
Thomas M. Leonardi, CFP's Ameriprise Financial Services, Inc. Experience 1980 - 1985
Job President & CEO, Strategic Capital Advisors, Inc.
Industry Financial Services
Experience
Strategic Capital Advisors, Inc.   January 2001 - Present
Vestax Securities Corp   1986 - 1992
Ameriprise Financial Services, Inc.   1980 - 1985

Skills
Securities, Investments, Strategic Financial..., Financial Risk, Retirement Planning, Strategy, FINRA, Financial Advisory, Personal Finance, Investment Advisory, Investment Management, Asset Allocation, Finance, Mutual Funds, Investment Strategies, Wealth Management, IRAs, Retirement, Financial Planners

Education
College for Financial Planning
CFP, Finance

Kent State University

Dean J Agelopoulos CFP,MS Dean J Agelopoulos CFP,MS Greater Boston Area Details
Dean J Agelopoulos CFP,MS's Ameriprise Financial Services, Inc. Experience 1986 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1986 - Present
Ameriprise Financial Services, Inc.   March 1985 - Present

Skills
Finance, Analysis, Series 7, Asset Management, Retirement Planning, Team Building, Marketing, Investment Advisory, Asset Allocation

Education
College for Financial Planning   1994 — 2000
Master of Science (M.S.), Finance and Financial Management Services

Northeastern University   1976 — 1981
Bachelor of Science (B.S.), History-Economics

Norwood High

Hunter Bachand, CFA®, CFP®, CDFA™ Hunter Bachand, CFA®, CFP®, CDFA™ Greater Seattle Area Details
Hunter Bachand, CFA®, CFP®, CDFA™'s Ameriprise Financial Services, Inc. Experience October 1987 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 1987 - Present
Ameriprise Financial Services, Inc.   1991 - 1995

Education
Institute for Divorce Financial Analysts   2012 — 2012
Certified Divorce Financial Analyst

Association for Investment Management and Research   1997 — 2000
Chartered Financial Analyst

College for Financial Planning   1989 — 1990
CERTIFIED FINANCIAL PLANNER™practitioner

University of Colorado at Boulder   1977 — 1981
B.S. Mechanical Engineering

Brown High School, Sturgis, South Dakota   1974 — 1977

Mark Engles, CFP, MBA Mark Engles, CFP, MBA Green Bay, Wisconsin Area Details
Mark Engles, CFP, MBA's Ameriprise Financial Services, Inc. Experience March 1997 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 1997 - Present

Education
College for Financial Planning   2006 — 2006
CRPC, Chartered Retirement Planning Counselor

University of Wisconsin-Oshkosh   1999 — 2003
M.B.A., Finance

The American College   1998 — 2000
CFP Certification, Financial Planning

University of Wisconsin-Stevens Point   1987 — 1992
B.S., Business Finance, Communications

Jenni Kidder Jenni Kidder Marshall, Michigan Details
Jenni Kidder's Ameriprise Financial Services, Inc. Experience April 2007 - February 2012
Job Store Manager at Goodwill Industries of Central Michigan's Heartland
Industry Health, Wellness and Fitness
Experience
Goodwill Industries of Central Michigan's Heartland  March 2013 - Present
Ameriprise Financial Services, Inc.   April 2007 - February 2012
Debbie's Hallmark   October 2003 - March 2007
American Express  September 1999 - October 2003
United Methodist Church - Marshall, MI   August 1996 - September 1999
IDS/American Express  July 1993 - August 1996

Skills
Payroll, Schedules, PowerPoint, People-oriented, Customer Satisfaction, Detailed Organization, Computer-savvy, Process Scheduler, Customer Service, Finance, Supervisory Management, Client-focused, High Level Of..., Dependable Team Player, Excel Services, Worksheets, Phone Coverage, Forms, Training, Inventory, Team Building

Education
College for Financial Planning   1995 — 1995
Certificate, ParaPlanner, Pass

Kellogg Community College   1980 — 1982
Not complete, Accounting and Physicology

Vocational Tech Center   1978 — 1980
Many different certificates dealing with business., Accounting, 4.0

Marshall High School   1976 — 1980
Diploma, General Studies

Rod Chisholm Rod Chisholm San Antonio, Texas Area Details
Rod Chisholm's Ameriprise Financial Services, Inc. Experience July 2008 - September 2012
Job UPSTREAM INVESTMENT PARTNERS
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2008 - September 2012
San Antonio Founder Lions Club   July 2011 - June 2012

Skills
Wealth Management, Mutual Funds, Investments, Strategic Financial..., Retirement Planning, Series 7, Portfolio Management, Banking, Loans, Credit, Mortgage Lending, Insurance

Education
College for Financial Planning   1989 — 1992
CFP Professional Education Program, CFP

Marquette University   1963 — 1968
Bachelor of Arts (B.A.), Political Science and Government

Lindsay Hanley, CRPS Lindsay Hanley, CRPS Greater Nashville Area Details
Lindsay Hanley, CRPS's Ameriprise Financial Services, Inc. Experience January 2005 - March 2006
Job Financial Professional
Industry Financial Services
Experience
VALIC  December 2014 - Present
Lincoln Financial Group  August 2013 - November 2014
The Retirement Advantage  July 2012 - August 2013
Alliance Benefit Group - Pentegra Retirement Services   August 2011 - July 2012
ING  February 2008 - January 2011
Mutual of America  March 2006 - February 2008
Ameriprise Financial Services, Inc.   January 2005 - March 2006

Skills
Defined Contribution, Defined Benefit, Series 7, Investments, Pensions, Mutual Funds, Retirement, 401k, 403 b, Series 66, Insurance, Annuities, Health, Disability Insurance, Annuity, Retirement Planning, Health Insurance, Securities, IRA's, Universal Life, Term Life Insurance, Financial Planning, Roth IRA, Whole Life, Wealth Management, Fixed Annuities, Equities, Fixed Income, IRAs, Strategic Financial..., Employee Benefits, Financial Planners, Estate Planning, ETFs, Series 63, Asset Management, Financial Advisory, Investment Advisory, Financial Services, FINRA, Retirement Plan..., Uniform Combined State...

Education
College for Financial Planning   2007 — 2007
Chartered Retirement Plans Specialist

Roger Williams University   1999 — 2004
BS, Biology

John K Ulwick, CFP ® John K Ulwick, CFP ® Greater Boston Area Details
John K Ulwick, CFP ®'s Ameriprise Financial Services, Inc. Experience June 1989 - April 2008
Job Financial Planner at Integrated Financial Partners, Inc
Industry Financial Services
Experience
Integrated Financial Partners  May 2008 - Present
Ameriprise Financial Services, Inc.   June 1989 - April 2008

Skills
Wealth Accumulation, Financial Advisory, Insurance, Wealth, Retirement Planning, Financial Planning, Estate Planning, Small Business, Personal Financial..., Strategic Financial..., Financial Analysis, Loans, Banking, Asset Protection, Saving for Education

Education
College for Financial Planning   1991 — 1993
CFP, Financial Planning

Utah State University   1982 — 1987
B.S., Finance, Economics

other

Richard Michelson Richard Michelson Greater Salt Lake City Area Details
Richard Michelson's Ameriprise Financial Services, Inc. Experience March 2007 - June 2008
Job Investment Call Center Sales Representative, CRPC®, at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors  September 2013 - Present
Wells Fargo Advisors  March 2011 - September 2013
E*TRADE Financial  September 2008 - March 2011
Ameriprise Financial Services, Inc.   March 2007 - June 2008

Skills
Microsoft Word, Financial Advisory, Microsoft Excel, SmartStation, Bloomberg Terminal, Securities, Retirement, Mutual Funds, PowerPoint, Financial Services, 401k, Mandarin, Asset Allocation, Trading, Fixed Income, Equities, Bloomberg, Options, Finance, Advising Clients, Retirement Planning, Wealth Management, Investments, Bonds, FASware

Education
College for Financial Planning   2014 — 2015
Chartered Retirement Planning Counselor SM, CRPC® designation, Chartered Retirement Planning CounselorSM program, 88%

University of Washington   2001 — 2005
Bachelor of Arts (B.A.), History

Shoreline Community College   1997 — 2000
AA, General Studies

New Mexico Military Institute   1996 — 1996
General Studies

Benjamin Haugland, CRPC®, AAMS® Benjamin Haugland, CRPC®, AAMS® Phoenix, Arizona Area Details
Benjamin Haugland, CRPC®, AAMS®'s Ameriprise Financial Services, Inc. Experience October 2010 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2010 - Present

Education
University of Nevada-Las Vegas   2005 — 2009
BS

College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor

College for Financial Planning
AAMS®, Accredited Asset Management Specialist

David Hurwitz, CFP®, CRPC®, CRPS® David Hurwitz, CFP®, CRPC®, CRPS® Washington D.C. Metro Area Details
David Hurwitz, CFP®, CRPC®, CRPS®'s Ameriprise Financial Services, Inc. Experience June 2002 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2002 - Present

Education
College for Financial Planning   2013 — 2013
Chartered Retirement Plans Specialist™

College for Financial Planning   2011 — 2011
Chartered Retirment Planning Counselor™

Michigan State University   1997 — 2002
BA, Finance

Ron Davis, CRPC® Ron Davis, CRPC® Greater New York City Area Details
Ron Davis, CRPC®'s Ameriprise Financial Services, Inc. Experience January 2009 - December 2012
Job Owner, P3 Solutions LLC
Industry Financial Services
Experience
Professional Plan Production (P3), LLC   September 2010 - Present
Ameriprise Financial Services, Inc.   January 2009 - December 2012
RJD Consulting   January 2006 - October 2009
Veeco Instruments Inc.  April 1999 - December 2005
Henry Schein Inc.  December 1996 - April 1999
Hazeltine Corporation  1985 - 1996

Skills
Retirement Planning, Personal Financial..., Financial Advisory, Compensation & Benefit, Executive Compensation..., Compensation Structure..., Compensation Structures, Financial Plan..., Executive Pay, Succession Planning, Finance, Deferred Compensation, Employee Benefits, Asset Allocation, Insurance, Financial Services, 401k, Retirement, Wealth Accumulation, Estate Planning, Strategic Financial..., Financial Planning

Education
College for Financial Planning   2009 — 2009
CRPC®

State University of New York College at Plattsburgh   1971 — 1975
B.A.

Karamjeet (Kary) Mangat CMC, CFP,MBA, MS, CIMA Karamjeet (Kary) Mangat CMC, CFP,MBA, MS, CIMA Greater New York City Area Details
Karamjeet (Kary) Mangat CMC, CFP,MBA, MS, CIMA's Ameriprise Financial Services, Inc. Experience December 2001 - December 2007
Job Transformation Guide at Dynamic Directions
Industry Financial Services
Experience
Dynamic Directions   December 2006 - Present
Ameriprise Financial Services, Inc.   December 2001 - December 2007
American Express Financial Advisors  April 1983 - December 2001
Sunoco  March 1980 - April 1983

Skills
Executive Coaching, Strategic Financial..., Retirement Planning, Leadership, Business Planning, Investments, Coaching, Financial Advisory, Strategy, Finance, Program Management, Strategic Planning, Succession Planning, Small Business, Karamjeet(Kary)Mangat,..., Entrepreneurship, Financial Planning, Retirement

Education
Behavioral Coaching Institute   2011 — 2011
Certified Master Coach, Executive/Behavioral Coaching

Think2Perform Group   2009 — 2009
Certified Behavioral Advice, Emotional Competence Training, Passed

College for Financial Planning   1984 — 1986
CFP, Financial Planning

Rutgers, The State University of New Jersey-Newark   1980 — 1983
MBA, Finance

Eddie Vigil, CFP®, AAMS® Eddie Vigil, CFP®, AAMS® Greater St. Louis Area Details
Eddie Vigil, CFP®, AAMS®'s Ameriprise Financial Services, Inc. Experience 1998 - May 2005
Job Portfolio Manager Small Cap Strategy at Argent Capital Management
Industry Financial Services
Experience
Argent Capital Management  January 2013 - Present
Argent Capital Management  June 2011 - January 2013
Argent Capital Management  May 2008 - June 2011
Charles Schwab  May 2005 - May 2008
Ameriprise Financial Services, Inc.   1998 - May 2005

Skills
Portfolio Management, Asset Allocation, Equities, Equity Research, Asset Managment, Financial Modeling, Mutual Funds, Investments, Strategic Financial..., Valuation, Wealth Management, Investment Strategies

Education
College for Financial Planning
CFP®, AAMS SM

University of Missouri-Saint Louis
BS, Business Administration

St Louis University Highschool

Nancy Seely-Butler, CFP, CDFA, CLTC Nancy Seely-Butler, CFP, CDFA, CLTC Waterford, Connecticut Details
Nancy Seely-Butler, CFP, CDFA, CLTC's Ameriprise Financial Services, Inc. Experience 1981 - Present
Job Franchise Consultant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1981 - Present
Ameriprise Financial  2007 - 2010
Ameriprise Financial  1981 - 2010
Investment Property Associates  1975 - 1981
Connecticut Westridge Assoc.   1973 - 1975

Education
College for Financial Planning
Certified Financial Planner designation, Financial Planning and Services

Marc Nall, CFP® Marc Nall, CFP® Greater Minneapolis-St. Paul Area Details
Marc Nall, CFP®'s Ameriprise Financial Services, Inc. Experience March 2010 - December 2011
Job Regional Advice Sales Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. New York Metro   January 2012 - Present
Ameriprise Financial Services, Inc.   March 2010 - December 2011
Ameriprise Financial Services, Inc.   March 2010 - December 2011
AMERIPRISE FINANCIAL INC.  January 2009 - March 2010
AMERIPRISE FINANCIAL Inc.  October 2006 - January 2009
Ameriprise Financial Services, Inc.   1993 - 2006

Skills
Coaching, Leadership, Personal Financial..., Retirement, Sales, Estate Planning, Asset Allocation, Financial Services, Strategic Financial..., Financial Advisory, Strategy, Retirement Planning, Series 7, Portfolio Management, Financial Planners, Mutual Funds, Financial Planning, Investment Advisory, Wealth Management

Education
College for Financial Planning   1994 — 1997
all six areas of Financial Planning as outlined by the CFP® Board of Standards

Indiana State University - Scott College of Business   1986 — 1988
B.S., Business Adminstration with minor in Marketing

Marc Mogan, CFP Marc Mogan, CFP Iron Mountain, Michigan Details
Marc Mogan, CFP's Ameriprise Financial Services, Inc. Experience February 1998 - Present
Job Financial Advisor, Mogan McKinnon & Associates a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 1998 - Present
American Express Financial Advisors  December 1990 - February 1998
Baxter Healthcare  June 1983 - July 1987

Education
College for Financial Planning   1996 — 1998
CFP, Financial Planning

University of Wisconsin-Green Bay
BS, Business/Finance

Margit Schubert, CFP®, CDFA™ Margit Schubert, CFP®, CDFA™ Greater Minneapolis-St. Paul Area Details
Margit Schubert, CFP®, CDFA™'s Ameriprise Financial Services, Inc. Experience 2002 - 2014
Job TruCairn Advisors
Industry Financial Services
Experience
TruCairn Advisors   June 2002 - Present
Ameriprise Financial Services, Inc.   2002 - 2014

Education
College for Financial Planning   2003 — 2004
Certified Financial Planner Program

University of Innsbruck, Austria   1976 — 1982
MA

Pamela Juni, CFP® Pamela Juni, CFP® Greater Philadelphia Area Details
Pamela Juni, CFP®'s Ameriprise Financial Services, Inc. Experience June 1993 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1993 - Present
Ark Asset Management  March 1990 - May 1993
Lehman Brothers  1978 - 1990

Education
College for Financial Planning   2000 — 2003
Certification as Financial Planner, Financial Planning

New York University   1974 — 1977
B.S., Education

Joseph Prokop, CFP®, CRPC® Joseph Prokop, CFP®, CRPC® Topeka, Kansas Area Details
Joseph Prokop, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience May 2004 - September 2007
Job Certified Financial Planner(TM), CFP® helping people keep their financial lives simple and easy to understand.
Industry Financial Services
Experience
Tucker Financial Services   June 2012 - Present
Security Benefit  November 2009 - June 2012
Mead Johnson Nutritionals  September 2007 - March 2009
Ameriprise Financial Services, Inc.   May 2004 - September 2007

Skills
Series 65, Series 63, Series 6, Variable Products, College Savings Plans, Protection..., CRPC, Estate Planning, Retirement Plan..., CFP®, Budget & Debt Management, Comprehensive Financial..., 401(k)/403(b)/IRAs, Charitable & Planned..., Asset Allocation, Career Change, Buying a Home, Annuities, Investment Management, Employee Benefits, Mutual Funds, Irregular Income, Getting Married, Job Loss, Life Planning, Stocks & Bonds, Starting a Family, Succession Planning, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional..., Special Needs, Women's Finances, Tax Planning, Financial Planners, Financial Advisory, IRAs, Fixed Annuities, Retirement Planning, Retirement, Strategic Financial..., Investments, Financial Services, Securities

Education
Kaplan University   2011 — 2012
CFP®, Financial Planning and Services

College for Financial Planning   2005 — 2006
CRPC® Designation, Financial Planning and Services

Northwest Missouri State University   2000 — 2004
Bachelor's of Science, Business Management

Central High   1996 — 2000

Colin Shaughnessy, CFP® Colin Shaughnessy, CFP® Greater Minneapolis-St. Paul Area Details
Colin Shaughnessy, CFP®'s Ameriprise Financial Services, Inc. Experience April 2005 - Present
Job Financial Advisor at Skipping Stone Wealth, an Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2005 - Present
Ameriprise Financial Services, Inc.   August 2002 - April 2005

Education
College for Financial Planning   2008 — 2012

Saint John's University   1996 — 2000

Detlef Schoeppler, CRPC® Detlef Schoeppler, CRPC® Tampa, Florida Details
Detlef Schoeppler, CRPC®'s Ameriprise Financial Services, Inc. Experience June 1996 - Present
Job Private Wealth Advisor at Schoeppler and Associates, a Private Wealth Advisory Practice of Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1996 - Present
Ameriprise Financial Services, Inc.   June 1996 - Present

Education
College for Financial Planning

Robert L. Taylor, Jr. Robert L. Taylor, Jr. Waterbury, Connecticut Details
Robert L. Taylor, Jr.'s Ameriprise Financial Services, Inc. Experience October 1994 - Present
Job CRPC® Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 1994 - Present

Education
College for Financial Planning   2006 — 2007
CRPC, Financial Planning

Jason R. Popovich, MSFS, CRPC®, CFS® Jason R. Popovich, MSFS, CRPC®, CFS® Springfield, Illinois Area Details
Jason R. Popovich, MSFS, CRPC®, CFS®'s Ameriprise Financial Services, Inc. Experience December 1998 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 1998 - Present

Education
Institute of Business and Finance   2005 — 2011
Masters of Science in Financial Sevices (M.S.)

Illinois State University   1992 — 1996
Bachelor of Science (B.S.), Industrial Organizational Psychology

Joliet Junior College   1990 — 1992
General Studies

College for Financial Planning
Chartered Retirement Planning Counselor®

Erika D'Atri Erika D'Atri Hartford, Connecticut Area Details
Erika D'Atri's Ameriprise Financial Services, Inc. Experience September 2009 - Present
Job Regional Risk Supervisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2009 - Present

Education
College for Financial Planning
Masters of Science, Financial Planning

University of Connecticut
Bachelor of Arts (B.A.), Communications Sciences

KENNETH Heidenreich KENNETH Heidenreich Oklahoma City, Oklahoma Area Details
KENNETH Heidenreich's Ameriprise Financial Services, Inc. Experience October 1984 - May 2001
Job First Vice President / Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  January 2014 - Present
Wells Fargo Advisors, LLC  December 2008 - December 2013
Merrill Lynch  May 2004 - December 2008
MetLife  May 2001 - May 2004
Ameriprise Financial Services, Inc.   October 1984 - May 2001

Skills
Insurance, Retirement, Investments, Mutual Funds, Retirement Planning, Securities, Risk Management, Financial Analysis, Financial Services, Financial Risk, Relationship Management

Education
The American College   1994 — 1998
Chartered Financial Consultant (ChFC), Financial Planning and Services

College for Financial Planning   1987 — 1991
Certified Financial Planner (CFP), Financial Planning and Services

The University of South Dakota   1978 — 1982
Bachelor of Science (BS), Management

Charles Norris Charles Norris Greater Minneapolis-St. Paul Area Details
Charles Norris's Ameriprise Financial Services, Inc. Experience November 2013 - November 2014
Job Sr. Internal Wholesaler at The Prudential Insurance Company of America
Industry Financial Services
Experience
The Prudential Insurance Company of America  December 2014 - Present
Ameriprise Financial Services, Inc.   November 2013 - November 2014
Oppenheimer & Co.   May 2010 - October 2013
UBS Wealth Management  January 2008 - May 2010
AMC  January 2005 - July 2006

Skills
Wealth Management, Financial Advisory, Insurance, Investments, Retirement Planning, Uniform Combined State..., Mutual Funds, CRPC, Asset Allocation, Investment Advisory, Investment Strategies, Retirement, Securities, Alternative Investments, 401k, Estate Planning, Microsoft Excel, Fixed Annuities, Finance, Financial Services, Financial Planning, Loans, Mortgage Lending, Portfolio Management

Education
College for Financial Planning   2008 — 2008
CRPC, Chartered Retirement Planning Counselor

Saint Cloud State University   2003 — 2007
Bachelors, Liberal Studies

Larisa Olkhovsky Larisa Olkhovsky Greater Detroit Area Details
Larisa Olkhovsky's Ameriprise Financial Services, Inc. Experience December 1993 - Present
Job Financial advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 1993 - Present

Skills
Saving for Education, Retirement Planning, Series 7, Protection..., Wealth Management

Education
College for Financial Planning   1995 — 1998

State Radio Electonics Institute, Kharkov, Ukraine   1967 — 1972
Computer Science

DIEPRIYE BRIGGS DIEPRIYE BRIGGS Owings Mills, Maryland Details
DIEPRIYE BRIGGS's Ameriprise Financial Services, Inc. Experience November 2006 - April 2008
Job FOUNDER/ DIRECTOR at OGR INV & TRUST CO. LTD
Industry Financial Services
Experience
GRAMEL CAPITAL MANAGEMENT, LLC   April 2008 - Present
OGR INV & TRUST CO. LTD   May 2004 - Present
Ameriprise Financial Services, Inc.   November 2006 - April 2008
OPTIONS SECURITIES LTD   May 2001 - May 2004

Skills
EXPERIENCED FINANCIAL..., INSURANCE PLANNING, EDUCATION PLANNING, INVESTMENT PLANNING, WEALTH MANAGEMENT, TAX PLANNING, FINANCIAL PLANNING, FINANCIAL CONSULTING, INVESTMENT ADVISORY, BUSINESS ADVISORY, Strategic Financial..., Investments

Education
University of Lagos   2001 — 2003
Master of Science (MSc), Economics

University of Jos   1989 — 1992
Bachelor of Science (BSc), Economics

College for Financial Planning
CMFC*, CHATERED MUTUAL FUND COUNSELOR

Joy Dyer Joy Dyer Philadelphia, Pennsylvania Details
Joy Dyer's Ameriprise Financial Services, Inc. Experience 2005 - 2006
Job Owner at Joyfull Events
Industry Financial Services
Experience
Joyfull Events   June 2010 - Present
Merrill Lynch  2006 - 2008
Ameriprise Financial Services, Inc.   2005 - 2006

Skills
Business Development, Start-ups, New Business Development, Marketing, Entrepreneurship, Negotiation, Networking, Interior Design, Strategic Financial..., Financial Services, Small Business, Finance, Investments, Management

Education
College for Financial Planning   2006 — 2006
Chartered Retirement Planning Counselor

University of Pennsylvania - The Wharton School   2000 — 2004
Bachelor of Science (BS), Management

Wharton Business School   2000 — 2004
Bachelor of Science (B.S.), Management, Entrepreneurship

Jeff Toadvine, CFP®, ChFC®, AAMS®, CLU® Jeff Toadvine, CFP®, ChFC®, AAMS®, CLU® Orlando, Florida Area Details
Jeff Toadvine, CFP®, ChFC®, AAMS®, CLU®'s Ameriprise Financial Services, Inc. Experience November 2012 - Present
Job Financial Advisor | CERTIFIED FINANCIAL PLANNER™,Chartered Financial Consultant®
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2012 - Present

Education
Palm Beach Atlantic University
Bachelor of Science (B.S.)

The American College
CFP®, CERTIFIED FINANCIAL PLANNER™

The American College
ChFC®, Chartered Financial Consultant

The American College
CLU, Chartered Life Underwriter

College for Financial Planning
AAMS®, Accredited Asset Management SpecialistSM

James J. Simpson, CFP® James J. Simpson, CFP® Fairmont, Minnesota Details
James J. Simpson, CFP®'s Ameriprise Financial Services, Inc. Experience October 1983 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 1983 - Present

Education
College for Financial Planning   1983 — 1984
Certified Financial Planner, Financial Planning and Services

Gustavus   1975 — 1979
Bachelor of Arts (B.A.), Social Studie

waterville elysian morristown high school   1972 — 1975
diploma, general

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