Financial Education Videos & Downloads | Bradley D McElwain

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Bradley D McElwain

Financial Advisor

Fidant Wealth Partners

A private wealth advisory practice of Ameriprise Financial Services, LLC

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Our Purpose

Our Purpose

Since 1894, Ameriprise Financial has been providing personal financial advice to help people reach their goals with confidence. Six generations of clients have counted on us through changing times. Our personal financial advisors take the time to know what matters most to you so we can help you reach your financial goals today and still be prepared for tomorrow. (0:30)

Our goal? Helping you achieve yours.

Our goal? Helping you achieve yours.

The goals that matter most to you matters most to your Ameriprise Financial advisor. We take the time to know you and provide personalized advice to help you reach those goals today and still feel prepared for tomorrow. For over 130 years, we’ve helped clients feel more financially confident. (0:30)

Two Minutes on the Ameriprise Investment Research Group (IRG)

Two Minutes on the Ameriprise Investment Research Group (IRG)

When you work with Ameriprise, you and your advisor are backed by the Ameriprise Investment Research Group – a team of professionals that carefully watches market conditions, evaluates the impact to investments and provides guidance as developments occur. (2:00)

Alternative Investments: Beyond traditional investments

Alternative Investments: Beyond traditional investments

Alternative investments cover a wide range of strategies and structures that may enhance your overall portfolio. Your Ameriprise Financial advisor can help you understand the potential benefits, fees and risks associated with these investments. (1:59)

Insurance: How to protect income

Insurance: How to protect income

Discover how you can protect your greatest asset if you become sick or injured and can't work. (2:15)

Expense supplement

This interactive data sheet captures essential & lifestyle expenses in a client-friendly way and includes calculations when completed electronically.

Data summary sheet – interactive version

This data sheet captures data to have a Foundational or Comprehensive Advice conversation and includes calculations when completed electronically.

Understanding Medicare

If you’re five or more years away from retirement use this whitepaper to understand action steps that can help you achieve financial confidence.

Ameriprise Financial wellness flyer

Highlight that your practice offers a complimentary financial education program for local businesses.

Ameriprise story fact sheet

See how Ameriprise combines personalized advice, top rated service and over 130 years of experience to help clients achieve their goals.

All about your client preference questionnaire

This short questionnaire will help us work together in a way that fits your needs.