Echelon Wealth Partners

Our Mission: To Bring Profound Impact to the Lives of our Clients, their Families, and our Community.

Our Values: Trust, Integrity, Excellence

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Echelon Wealth Partners: An Ameriprise advisory practice serving the Marshall, MN area.
Echelon Wealth Partners: An Ameriprise advisory practice serving the Marshall, MN area.

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Advisors

Randy Ehleringer, Private Wealth Advisor serving the Marshall, MN area - Ameriprise Advisors

Randy Ehleringer

CFP®, BFA, ChFC®, CRPC, APMA

Private Wealth Advisor

Franchise Consultant
Visit Randy Ehleringer's website
Kari Douglas, Private Wealth Advisor serving the Marshall, MN area - Ameriprise Advisors

Kari Douglas

CFP®, CPWA®, CRPC, ChFC®, APMA, BFA

Private Wealth Advisor

Business Financial Advisor
Visit Kari Douglas's website
Jason Yockey, Financial Advisor serving the Marshall, MN area - Ameriprise Advisors

Jason Yockey

CFP®, CFA®, CRPC

Financial Advisor

Chartered Financial Analyst®
Visit Jason Yockey's website
Alex Lair, Financial Advisor serving the Marshall, MN area - Ameriprise Advisors

Alex Lair

MBA, CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Alex Lair's website
Carrie Jo Exley, Financial Advisor serving the Marshall, MN area - Ameriprise Advisors

Carrie Jo Exley

APMA

Financial Advisor

Visit Carrie Jo Exley's website
Brittany Pilling, Financial Advisor serving the Marshall, MN area - Ameriprise Advisors

Brittany Pilling

CFP®, APMA

Financial Advisor

Visit Brittany Pilling's website
Samantha Cowley, Financial Advisor serving the Marshall, MN area - Ameriprise Advisors

Samantha Cowley

APMA, CRPC

Financial Advisor

Visit Samantha Cowley's website
Jennifer Bymark, Financial Advisor serving the Marshall, MN area - Ameriprise Advisors

Jennifer Bymark

CLTC®, APMA

Financial Advisor

Visit Jennifer Bymark's website
Michael Boguslawski, Financial Advisor serving the Marshall, MN area - Ameriprise Advisors

Michael Boguslawski

MBA, CFP®, APMA

Financial Advisor

Visit Michael Boguslawski's website
Matthew Siegle, Financial Advisor serving the Marshall, MN area - Ameriprise Advisors

Matthew Siegle

CFP®, CRPC, AAMS, APMA

Financial Advisor

Visit Matthew Siegle's website
Ryan T. Burras, Financial Advisor serving the Marshall, MN area - Ameriprise Advisors

Ryan T. Burras

APMA

Financial Advisor

Visit Ryan T. Burras's website
Patricia Groff, Financial Advisor serving the Marshall, MN area - Ameriprise Advisors

Patricia Groff

CRPC, CLTC®

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Patricia Groff's website
Randy Groff, Financial Advisor serving the Marshall, MN area - Ameriprise Advisors

Randy Groff

ChFC®, CLU®, CRPC

Financial Advisor

Visit Randy Groff's website
Trisha Schaar, Financial Advisor serving the Marshall, MN area - Ameriprise Advisors

Trisha Schaar

CRPC, CLTC®, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Trisha Schaar's website

Team

Julie Janiszeski

Julie Janiszeski

Client Service Specialist

Tristen Groff

Tristen Groff

Financial Planning Assistant

Heather Fredrickson

Heather Fredrickson

Operations Manager,

Paraplanner

Qualifications

  • FINRA Securities Registrations Series 7, Series 63
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Emma McWaters

Emma McWaters

Marketing Manager

Stacia Parkin

Stacia Parkin

Financial Planning Analyst,

Paraplanner

Qualifications

  • FINRA Securities Registrations Series 7, Series 66
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Matthew Olson

Matthew Olson

Financial Planning Analyst,

Paraplanner

Qualifications

  • FINRA Securities Registrations Series 7, Series 66
View more