Advisor profile


My approach

Andrew Lochner - 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.

Andrew Lochner - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Investments
  • Insurance
19
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
  • ChFC® Chartered Financial Consultant®

Education

  • BS Bachelor of Science, St. Norbert College, DePere, WI
  • CERTIFIED FINANCIAL PLANNER™ practitioner, The American College, 2007

Interests

Spending time with my wife Reannon and our Pug, Gracie.

Traveling within the U.S and abroad.

Staying fit by running and cycling.

Community participation

  • Administrative Officer at Veterans of Foreign Wars Post 1318
  • Member of Military Officers Association