Rosemary K Ward

An Ameriprise Platinum Financial Services® Practice
Rosemary K Ward
CFP®
Senior Financial Advisor

(320) 252-1710
107 Doctors Park
St Cloud, MN 56303


rosemary.k.ward@ampf.com

Contact Information


(320) 252-1710
107 Doctors Park
St Cloud, MN 56303

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TOY WARD & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.
www.ameripriseadvisors.com/rosemary.k.ward

My Philosophy

I’m passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. Working with you, I’ll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices. I’ll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change. My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.


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, CO, FL, IA, ND, NM, VA, IL

CA Insurance #0D64966

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.

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.

AREAS OF FOCUS
  • Domestic Partner Planning
  • Women's Financial Strategies
  • Investment Advice
  • Small Business
  • Family Planning/Family Changes
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies

See our story
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.