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Courtney Yartz, Private Wealth Advisor serving the Louisville, KY area - Ameriprise Advisors

Courtney Yartz

CFP®, ChFC®, APMA

Private Wealth Advisor

Encore Wealth Management Group
15
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
  • Investment Management
  • Saving for Education
  • Insurance
  • Wealth Preservation Strategies
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor's Degree, Business Adm. and Management, Morehead State University, 2005-2008, Morehead, KY

Awards & recognition

  • Encore Wealth Management Group, Ameriprise Client Experience Award, 2020-2022

Interests

  • Traveling with my Wife
  • Coaching Little League Baseball