Advisor profile


My approach

Casey A Wussow - 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.

Casey A Wussow - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Women's Financial Strategies
  • Small Business
  • Business Retirement Plans
  • Investments
  • Intergenerational Planning
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Insurance
  • Saving for Education
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • St. Peter High School, Class of 2005, St. Peter, MN
  • Bachelor of Arts, Business - Entreprenuership, University of St. Thomas, Class of 2009

Interests

  • My Family. My favorite way to spend my weekend is with my family. My husband and I are blessed with three beautiful children, Lucy, Jack, and June who keep us busy everyday.
  • Travel. One of my goals in life is to see all 50 states. Thus far I have visited just over half of them.
  • Fishing. I enjoy fishing all year round, from the fish house to the boat. My favorite fish to catch are walleye.
  • Reading. I love to read and am constantly searching for book recommendations from those around me.
  • DIY and Crafting. I love a good project and am a perfectionist at heart.

Community participation

  • St. Peter Chamber of Commerce, business member
  • Nicollet County Fair, Floral Department member