Advisor photo for Ari Katz

Ari Katz

MBA, APMA

Financial Advisor
Associate Vice President
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Proud to be recognized!

    2023 Ameriprise Client Experience Award recipient

    Thank you
  • Financial confidence

    See where you stand across key financial areas with the 3-Minute Confident Retirement® check.
    Take the check
  • Introduce me

    If you know someone who has financial questions, please let them know about my practice.
    Refer me

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

My commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

I provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with me safely and securely.

Ready to learn more about how I can help you? Getting started is as easy as scheduling a complimentary initial consultation.

Request a consultation

Featured insights

View more markets and economic insights

Proud to work for a firm committed to diversity, inclusion, and creating a better future for all

Ameriprise Financial has been:

  • Included in the 2023 Bloomberg Gender-Equality Index (GEI)
  • Recognized as a 2023 Military-Friendly® Employer by VIQTORY
  • Named among the country’s “Best Places to Work for Disability Inclusion” in 2022