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Matthew Aurenz
Matthew Aurenz
Associate Financial Advisor
(574) 243-2673
Mishawaka, IN 46545
matthew.d.aurenz@ampf.com
matthew.d.aurenz@ampf.com
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KOTECKI & ASSOCIATES
A financial advisory practice of
Ameriprise Financial Services, Inc.
www.ameripriseadvisors.com/matthew.d.aurenz
My Philosophy
As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.
Community Participation
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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.
Experience
Professional Associations
- Business Networking International
Areas of Focus
- Investment Advice
- Retirement Planning Strategies
- Protection and Insurance
- Estate Planning Strategies
- Charitable Giving
- Saving for Education
- Asset Allocation
- General Financial Planning
License Information
I am licensed and registered to conduct business in IN.
Based on licenses and registrations I hold, I may also conduct certain business in MI
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.