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Our financial advice team


Angela Thoren, Private Wealth Advisor serving the Cedar Falls, IA area - Ameriprise Advisors

Angela Thoren

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Basecamp Financial Planners
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Insurance
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7 & Series 63 Life Variable Life/Annuity Personal Lines Property/Casualty

Education

  • University of Northern Iowa B.A. Finance

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

  • Spending time with my husband and two children
  • Travel
  • Attending sporting events
  • Charity
  • Family
  • Reading