Amy Berk

Amy Berk

MBA, CRPC®, CLTC®

Financial Advisor
Chartered Retirement Planning CounselorSM
  • Your financial goals

    Learn more about key financial and investment insights to help you achieve your goals.

    Explore
  • What we do

    We offer personalized financial advice based on your goals and an upfront overview of costs.
    Explore
  • Understand IRA options

    Learn the pros and cons of a rollover and how an IRA could help you achieve your retirement goals.
    See your options

Background and qualification information is available at FINRA's BrokerCheck website.

Putting clients first; it’s what I do

I’m proud to be with a firm known for its unwavering commitment to understanding not only the markets but also what’s most important to you. I provide personalized financial advice to help you make it through today’s challenges and stay focused on tomorrow’s goals.

It’s my honor to share that Ameriprise earned a 2021 Hearts & Wallets Top Performer recognition in:

  •  "Unbiased, puts my interest first"
  •  "Investment ideas knowledgeable, timely, and tactical"
  •  "Offers personal financial advice"

Ready to learn more about how I can help you? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.


Request a consultation

Workplace Education

Why offer a financial wellness program to employees?

More employees than ever before are stressed about their finances which can impact the productivity, engagement and even the health of your employees.1

The Ameriprise financial wellness program is uniquely positioned to enhance your benefits package and offer your employees:

• Financial education

• Tools and resources including access to our exclusive financial wellness website

• Financial advice

Financial Wellness education can help your employees feel more confident about their financial choices and be productive, healthier contributors to their workplace.

1. 2020 PWC Employee Financial Wellness survey

My videos

5 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

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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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)