An Ameriprise Platinum Financial Services® Advisor
Please call ahead to make an appointment. Hours may vary.
After you complete the form below, I will contact you to set up a no-obligation, complimentary consultation. During our meeting, we'll discuss your financial goals, the personalized advice I provide, and the costs associated. I look forward to meeting you and discussing your financial future.
All fields are required.
Ameriprise Financial understands that privacy and security are important to you. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts.
Direct URL to this form: https://www.ameripriseadvisors.com/james.d.oldham/?openFormModal=request-contact
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
This offer is only valid in the United States.
Please do not submit account or other confidential information via this form.
Consult with your tax advisor or attorney regarding specific tax issues.
corporate entities and important disclosures | website rules and regulations | privacy and security center | about email fraud
Your message has been sent successfully.
Thank you for requesting a consultation.
I will contact you to set up a complimentary meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
Prepare for your consultation by reviewing our pre-meeting checklist and discussion guide.
I look forward to helping you achieve your financial goals.
This offer is valid only in the United States.
Your message was not sent.
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2022 Ameriprise Financial, Inc. All rights reserved.
If you have friends or family members who could benefit from personalized financial advice to reach their goals, please let them know about my practice. When you refer me, they will receive an email with a link to my website where they can learn about what it’s like to work with me and reach out for a complimentary initial consultation, if they choose. Thanks again for trusting me to help you achieve your financial goals.
The person you refer will receive an email with a link to visit my website and contact me for a complimentary consultation, if they choose. I will be notified of your referral with your friend's contact information and may reach out to them directly.
Direct URL to this form: https://www.ameripriseadvisors.com/james.d.oldham/?openFormModal=referral
Your referral will receive an email with a link to visit my website and contact me for a complimentary consultation form. I will be notified of your referral with your friend's contact information and may reach out to them directly.
Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2022 Ameriprise Financial, Inc.