AJ Srmek, Financial Advisor serving the Portage, MI area - Ameriprise Advisors

AJ Srmek

CFA®, CFP®

Financial Advisor
Operations Manager
A private wealth advisory practice of Ameriprise Financial Services, LLC
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Reach your financial goals with confidence

You may have many goals ahead — retirement, education, family events, travel — or be focused on a single need like saving for a new home. We tailor our advice to your goals and go beyond just investments to help you feel more confident across your full financial life.​

Throughout the year, we help navigate the present while staying focused on your long-term goals. We analyze markets and the economy, and monitor changes to taxes and legislation. You receive timely updates and recommendations, ongoing. As your needs change, we work with you to reevaluate your goals and update your overall financial strategy, always based on your time horizon and risk tolerance. At any time from any device, you can track your progress and review your portfolio.​

Our focus is on providing you with trusted advice and outstanding service so you can achieve your goals today and in the future.
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Evaluate your 401(k)

Many people consider rolling over their 401(k) dollars when they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify personalized financial strategies that can evolve over time. Together, we can help you work toward your financial future with more confidence. Learn about your options with the Rollover Evaluator

My videos

6 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
I’m proud of what I do, and all that my clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, I’d like to help.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)