Advisor profile


My approach

Beau Brock - 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.

Beau Brock - My approach photo

Areas of focus

  • Charitable Giving
  • Domestic Partner Planning
  • Employee Stock Options
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
21
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • MBA
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • MBA, Finance and Marketing Tulane University, 1987 New Orleans, LA
  • B.S., Microbiology, 1984 Louisiana State University, Baton Rouge, LA

Interests

  • Community Action Project
  • American Red Cross
  • Habitat for Humanity, New Orleans
  • Eastern Oklahoma Food Bank

Community participation

Broken Arrow Chamber of Commerce

Bixby Chamber of Commerce

Jenks Chamber of Commerce

Amerprise National Day of Service

LSU Annual Crawfish Boil

Professional associations

  • Financial Planning Association