Advisor profile


My approach

Idonna Bragg - 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.

Idonna Bragg - My approach photo

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Saving for Education
  • Retirement Income Strategies
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 3 - National Commodity Futures Examination
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • SIE - Securities Industry Essentials Examination

Education

  • B.S. Business, 1980, Economics, University of Nebraska, Lincoln, NE

Interests

Gardening | Reading | Community Activities | Family Vacations

Community participation

  • Junior League Kansas City Missouri, Sustainer
  • Centurions Kansas City Missouri, Alumnae
  • Parvin Estates, Board Member, Kansas City, MO

Awards & recognition

  • Ameriprise Circle of Success, 2011