Ivy Peterson

Ivy Peterson


Private Wealth Advisor
Chartered Retirement Planning CounselorSM
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Key tax considerations

    Tax strategies are an important part of any financial plan throughout the year, not just in April.

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  • About Ameriprise

    For 125 years, Ameriprise has been committed to putting clients’ needs first.
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  • How I work

    I take the time to understand what’s important to you and deliver personalized advice.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our Mission

Touch the lives of our clients through the power of strategic planning. To inspire financial confidence across multiple generations of everyday people everywhere.

Our Commitment:

  • We look to understand and document your financial goals and track progress against them.
  • We recommend investments and strategies based on your unique goals, and we can use asset allocation as an approach to manage those investments.
  • You can see the investments you own and how they are performing as well as your financial goals and your progress towards those goals, at any time, any place, from any device you choose.
  • Your advisor can meet with you face-to-face or screen-to-screen at least annually and reach out proactively at least four times each year unless you tell them, "no thank you." We can return your call or email the same day.

My videos

5 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)