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Lloyd Woelfle

An Ameriprise Platinum Financial Services® Practice
CFP®, SENIOR FINANCIAL ADVISOR
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(952) 841-8115
Edina, MN 55435

Contact Information


(952) 841-8115
3600 Minnesota Dr
Ste 550
Edina, MN 55435
www.ameripriseadvisors.com/lloyd.r.woelfle

My Philosophy

Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. When we work together my first focus will be to learn more about your financial, personal and professional aspirations. I will take this information and leverage my financial management experience to present you with a customized plan. Building and then managing a financial plan is an ongoing, collaborative experience and I believe in regularly checking in with my clients to ensure we’re tracking progress against your plan and making adjustments if necessary.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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Experience

Areas of Focus

  • Investment Advice
  • Income Tax Planning Strategies
  • Estate Planning Strategies
  • Asset Allocation

License Information

I am licensed and registered to conduct business in MN.

Based on licenses and registrations I hold, I may also conduct certain business in AZ, CA, FL, IL, MI, MT, NM, NY, OK, OR, TX, WI

My Location

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.