Skip to main content

Our financial advice team


Cheryl Biermann, Associate Financial Advisor serving the Dubuque, IA area - Ameriprise Advisors

Cheryl Biermann

MBA, CFP®, BFA, APMA, CDFA®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
NaviPoint Advisory Group
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Saving for Education
  • Wealth Preservation Strategies
  • Insurance
  • Tax Planning Strategies
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • CDFA® Certified Divorce Financial Analyst
  • Finra Series 7 and 66

Education

  • B.A. Communication Studies, The University of Iowa, Iowa City, Iowa, May 2000
  • M.B.A. Clarke College, Dubuque, Iowa, May 2007

Awards & recognition

  • NaviPoint Advisory Group, Ameriprise Client Experience Award, 2020, 2021, 2022, 2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Elected Official for the city of Peosta January 1, 2010- December 31, 2013

I'm currently serving as a Co-leader of the Seton Parent Club.

I cantor regularly at mass at St. John the Baptist Catholic Church.

I am the Youth Choir Director at St. John the Baptist Catholic Church.

I am part of the Leadership Dubuque Class of 2024.

Interests

I enjoy playing piano and singing.