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Our financial advice team


Scott Thuleen, Financial Advisor serving the Edina, MN area - Ameriprise Advisors

Scott Thuleen

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Integrate Wealth Management
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
  • Insurance
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Community participation

Katy and Scott are active Volunteers at Opportunity Partners

Served on several boards and been involved with organizations serving persons with disabilities including: The Arc, No Place Like Home, St. David's Child and Family Development Center, The Governors' Council on Disabilities, We Can Ride and Joni & Friends. Katy has consulted with many churches on topics of inclusion and provided support and resources to families and individuals affected by disability.

Scott has provided Special Needs planning workshops at The Arc, St. David's Child and Family Development Center, Gillette Childrens Specialty Hospital and others

Interests

Enjoys spending time with family, running, sports, playing guitar, listening to music and woodworking.