Advisor profile


My approach

Chad D Meisner - 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.

Chad D Meisner - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Employee Stock Options
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Saving for Education
  • Cash Flow Management Strategies
25
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

Education

  • B.S. Business Administration, Minor in Economics & Philosophy
  • Roger Williams University, Bristol, RI

Interests

Spending time with family and friends exploring all the fun things to do in Atlanta or traveling together around this great country we are blessed to live in. Stephanie and I enjoy dinning out at new restaurants in the Buckhead area whenever we get a chance. I also enjoy playing a round of golf now and then at Heritage Golf in Tucker or one of the great course of Stone Mountain. As an Eagle Scout I developed a passion for the outdoors at an early age, so you'll likely find me doing something outdoors no matter what time of year. My wife and I also volunteer for great organizations like Children's Legacy Advisors, KidsGA, and more.

Community participation

    My wife and I stay very active in the community and volunteer often throughout the year. I've served as the President of the Henderson Middle School Foundation, Board Member for the Henderson Elementary Foundation, The Robert Chambliss Foundation, and more. I'm currently a member of the National Eagle Scout Association Atlanta Chapter, the Children's Legacy Advisors Program, KidsGA Atlanta Chapter, Twinlakes Swim & Tennis and several other great local organizations.

Awards & recognition

  • Five Star Wealth Manager, 2012-2016

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.