Advisor profile


My approach

Adam Broich - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Adam Broich - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Saving for Education
  • Family Finances
  • Charitable Giving
  • Investment Management
  • Insurance
  • Estate Planning Strategies
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Minnesota Life, Accident & Health Insurance License

Education

  • Bachelor of Business Administration in Finance, 2012, University of Minnesota Duluth
  • Bachelor of Accounting, 2012, University of Minnesota Duluth
  • Financial Planning Minor, 2012, University of Minnesota Duluth

Interests

My wife, Abbie, and I were born and raised in Rochester, MN and were lucky enough to find our careers here after college. We spend most of our time raising our daughter, Navy, and catching up with family and friends. I enjoy coaching and playing hockey and golf regularly in our community as well as fishing, hunting, and camping when I can.

Community participation

  • Assistant Coach - Boys Hockey at Rochester Century High School