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Peter Geiser Ameriprise Financial Advisor

Peter Geiser

CFP®

Financial Advisor

with the practice of Paul Miller

541.389.0889 | peter.r.geiser@ampf.com

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The Team

MILLER, GEISER, LAWLER & ASSOCIATES

35 NW Hawthorne Ave, Ste 2
Bend, OR 97701-2909
541.389.0889

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Advisors

William Lawler

William Lawler

Financial Advisor

with the practice of Paul Miller

william.g.lawler@ampf.com

541.389.0889

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Paul Miller

Paul Miller

Financial Advisor

paul.a.miller@ampf.com

503.892.1340

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John-Paul Daly

John-Paul Daly

Financial Advisor

with the practice of Paul Miller

john-paul.x.daly@ampf.com

503.892.1340

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Ronnie Scheller

Ronnie Scheller

Financial Advisor

with the practice of Paul Miller

ronnie.j.scheller@ampf.com

541.389.0889

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James Sliker

James Sliker

Associate Financial Advisor

with the practice of Paul Miller

james.sliker@ampf.com

541.389.0889

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Staff

Laura Copper

Laura Copper

Client Service Manager

541.389.0889

laura.b.copper@ampf.com

Michelle Gesik

Michelle Gesik

Client Service Specialist

503.892.1340

michelle.r.gesik@ampf.com

Kathy Williams

Kathy Williams

Client Service Manager

541.389.0889

kathy.s.williams@ampf.com

Niki Williams

Niki Williams

Receptionist

541.389.0889

bernedette.m.williams@ampf.com

  • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
  • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
  • 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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