Advisor profile


My approach

Cory Seifert - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Cory Seifert - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Small Business
  • Tax Planning Strategies
  • Wealth Preservation Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7
  • Series 63
  • Life, Accident and Health

Education

  • Bachelor of Science, Finance - University of Minnesota, Moorhead, 1998

Interests

Spending time with my wife, Kathy and two sons: Ben and Sam

Hunting, Fishing, Waterskiing, Snowmobiling and Golfing

Awards & recognition

  • Ameriprise Circle of Success, 2004
  • Ameriprise Chairman's Award, 2003