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An Ameriprise Platinum Financial Services® Practice

 
 
Lloyd Woelfle Ameriprise Financial Advisor

Lloyd Woelfle

CFP®

Senior Financial Advisor

 

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(952) 841-8115

lloyd.r.woelfle@ampf.com

 
 
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Office Location

3600 Minnesota Dr
Ste 550
Edina, MN 55435-7925
Map (952) 841-8115

License Information

I am licensed and registered to conduct business in MN.

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

CA Insurance #0823981

Converting to a Roth?

Are you thinking about converting a traditional IRA or 401(k)-type plan to a Roth IRA? There are additional tax benefits for Roth conversions during 2010. I can help you decide whether a Roth conversion is right for you.

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  • 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.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

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