Advisor profile


My approach

Dennis Oltorik - My approach photo

What you can expect when you work with us

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.

Dennis Oltorik - My approach photo

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Employee Stock Options
  • Retirement Planning Strategies
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • University of Cincinnati- Cincinnati, OH B.B.A. Marketing / Management, Minor Information Systems

Interests

Family - My wife, Shelley, and I have been married since 1986 and we have enjoyed being in our boys (Ross and Ryan - see photo album) lives. We enjoy sports, fitness and travel associated with snow and water skiing.

Community participation

  • Alumni Member FBI Citizens Academy
  • Golden Bear grade school football coach
  • Habitat for Humanity - donor
  • Children Inc. - contributor

Awards & recognition

  • Ameriprise Circle of Success, 2015, 2016

Previous experience

  • Financial Advisor, Dean Witter Reynolds Inc., 1993-1996
  • Financial Advisor, Wells Fargo Advisors, LLC, 1996-2013