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An Ameriprise Private Wealth Advisory Practice

 
 
Randall S Linde Ameriprise Financial Advisor

Randall S Linde

CFP®, CRPC®, AAMS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner

Featured in Barron's rankings of "Top 100 Independent Financial Advisors"

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800.563.1636

randall.s.linde@ampf.com

 
 

26

Years of Experience

92

Client Satisfaction Score

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RANDALL S. LINDE & ASSOCIATES

A private wealth advisory practice of Ameriprise Financial Services, Inc.

Qualifications

  • Certified Financial Planner (CFP)
  • Chartered Retirement Planning Counselor (CRPC)
  • AAMS®  Accredited Asset Management SpecialistSM
  • Chairman's Advisory Council (CAC) 2003 - present
  • BBA-Finance - Univ. of Washington 1985
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Office Location

126 Wells Ave S
Renton, WA 98057-2152
Map Phone: 800.563.1636 Fax: 425.228.9999

Hours: Monday8:30 a.m. - 5 p.m.
Tuesday8:30 a.m. - 5 p.m.
Wednesday8:30 a.m. - 5 p.m.
Thursday8:30 a.m. - 5 p.m.
Friday8:30 a.m. - 5 p.m.

Awards & Recognition

  • Barron's Top 100 Independent Financial Advisors, 2011
  • Barron's Top 1000 Advisors1, 2009, 2010, 2011, 2012
  • FIVE STAR Wealth Manager2, 2007-2011
  • Ameriprise Chairman's Advisory Council, 2003-2012

Professional Networks

View my LinkedIn Profile

Education

  • BA in Business and Finance, University of Washington

Professional Associations

My Approach

You've worked hard and achieved a lot. When it comes to retirement, there will be a new set of financial questions you will need to answer. Financial planning can help with this phase by showing how to draw income from your investments, while still growing and protecting what you have.

Making the most of what you’ve saved for your retirement and not outliving your assets requires smart, careful planning. You need to address complex issues such as:

  • Generating income from multiple sources
  • Investing to stay ahead of inflation
  • Managing market risks
  • Planning that manages your tax liability

This is a new set of challenges that represents a fundamental shift in priorities. Accumulating savings used to be the priority, but now the question is how to manage those savings so you can continue to spend throughout your retirement.

To make the right decisions, you need guidance from a dedicated advisor who knows you, your finances and your goals. With Ameriprise Financial, you have a personal advisor to help manage the complex financial decisions you face. Your advisor will provide an income plan for your retirement based on your unique, individual situation — and adjust your plan as your life changes.

*Neither Ameriprise Financial nor it affiliates or representatives may provide tax or legal advice. Consult your tax advisor or attorney for specific issues.

Areas of Focus

  • Retirement Planning Strategies
  • Small Business
  • Saving for Education

Interests

  • I am married with three sons and one daughter.
  • I reside in Maple Valley, Washington.
  • I enjoy fishing, camping and spending time with family.

Community Participation

We take pride in being involved with our local organizations, especially those based around community development.

Ketchikan General Hospital Foundation

Renton/Skyway Boys & Girls Club

Skagit County Boys & Girls Club

Renton Chamber of Commerce

My Photos

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Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

Market Watch

Market News

License Information

I am licensed and registered to conduct business in WA.
Based on licenses and registrations I hold, I may also conduct business in TN, AR, PA, VA, NV, MA, MD, NC, NY, MS, NE, AK, MN, DC, UT, IA, MI, MO, HI, TX, FL, SD, CO, WI, KY, IL, WY, VT, OH, AZ, GA, MT, SC, ND, OR, ID, CA.

CA Insurance #0833444

AR Insurance #299862

  • 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.

  • The listings are based on data provided by over 3,000 of the nation's most productive advisors. Key factors include: assets under management, revenue produced for the firm, and regulatory and compliance record. Source: Barron's® August 29th, 2011, "America's Top 100 Independent Financial Advisors." Barron's® is a registered trademark of Dow Jones & Company, Inc.

  • Client Satisfaction Score: The survey score is based on responses gathered within the preceding two years. The survey rates Ameriprise advisors on overall satisfaction, financial knowledge and other criteria. A score averages all responses and may not represent a particular client experience. A minimum number of responses are not required for a score. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation of a financial advisor.
  • 1The listings are based on data provided by over 3,000 of the nation’s most productive advisors. Key factors include: assets under management, revenue produced for the firm, and regulatory and compliance record. Source: Barron’s®, February 21, 2011, "Top 1,000 Advisors". Barron’s® is a registered trademark of Dow Jones & Company, Inc.
  • 2As 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.
  • Third-party information and opinions, including those available through provided links, are believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. They are given for informational purposes only, are not intended to be used as the sole basis for investment decisions and may not meet the particular needs of an individual investor. Ameriprise Financial and its representatives do not give legal or tax advice. You should seek the advice of professionals, as appropriate, regarding the evaluation of any specific information or advice.
  • 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.
  • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
  • 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.

© 2005-2012 Ameriprise Financial, Inc. All rights reserved. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.