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James Bull

Financial Advisor

Wealth Partners

A private wealth advisory practice of Ameriprise Financial Services, LLC

Client Satisfaction 5.0 / 5 rating based on 24 reviews

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Market insights

Read the latest market and economic updates from Ameriprise experts.
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Understand IRA options

Learn the pros and cons of a rollover and how an IRA could help you achieve your retirement goals.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

How can personalized advice help you reach your financial goals? Let’s start with a conversation about what’s most important to you.

I’ll work with you to provide personalized financial advice that helps you navigate your short-term financial needs while staying focused on tomorrow’s goals. Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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Now Playing

Q2 outlook: Interest rates, bull market and the economy

Q2 outlook: Interest rates, bull market and the economy

As the first quarter of 2024 ends, Ameriprise Financial experts share the key themes they believe will drive market and economic conditions in Q2. (7:39)

April 10, 2024 Play video

Click to read article, What the Q1 stock gains may tell us about the 2024 market

What the Q1 stock gains may tell us about the 2024 market April 15, 2024 Read more

Click to read article, AI boom or AI bubble?

AI boom or AI bubble? April 15, 2024 Read more

View more markets and economic insights

Cash is important in today’s environment and using it strategically may help you feel more confident in achieving your financial goals. Learn more today.

Events

Shred-Fest 2024

APR 20, 2024 / 9:00 AM - 11:00 AM

We will host a shred truck from Shred-It in our office parking lot. Drive-thru and drop off your documents for secure, onsite shredding.

View all events

Where can cash investors turn if interest rates fall?

Where can cash investors turn if interest rates fall?

Find out why returns on cash investments will likely fade in 2024 and where similar yields may be found instead. (1:57)

Paying for college: What financial steps should you take?

Paying for college: What financial steps should you take?

From financial aid and funding sources to student loans and tax incentives, here are eight key considerations that can help you make informed decisions when preparing to pay for college.

(3:06)

Strategies to help reduce investment risk

Strategies to help reduce investment risk

Learn ways to help reduce investment risk and feel more confident about your financial future. Here are three strategies that can help you mitigate risk, reduce volatility in your portfolio's value and potentially earn more consistent returns over time.

(2:49)

Can the 2024 bull market move higher?

Can the 2024 bull market move higher?

Find out what’s fueling a positive backdrop for stock prices and whether the current bull market rally will extend further into 2024. (2:47)

2024 economic and market outlook

2024 economic and market outlook

Ameriprise Financial experts share the key themes they believe will drive market and economic conditions in 2024. (8:03)

What are your college savings options?

What are your college savings options?

Saving for college is one of life’s biggest financial goals. With numerous savings options to consider, it’s important to choose one that aligns with your unique situation and other long-term goals. Learn about three common tax-advantaged solutions to help you weigh your options. (2:36)

Two Minutes on Asset Allocation

Two Minutes on Asset Allocation

Help your clients understand the value of asset allocation and how it works. (2:15)

How to navigate market volatility

How to navigate market volatility

When the stock market fluctuates, it’s natural to feel uncertain about your investment decisions. Together, we can review your portfolio and discuss personalized recommendations that support your financial goals throughout all market cycles. (1:50)

Traditional vs Roth IRAs

Traditional vs Roth IRAs

When it comes to planning for retirement, Individual Retirement Accounts (IRAs) are a strategic tool for long-term financial planning. Learn about the key differences between the two most common types of individual retirement accounts - Traditional IRAs and Roth IRAs.

(2:27)

Income Guide℠ – Be informed. Enjoy life.℠

Income Guide℠ – Be informed. Enjoy life.℠

Be informed. Enjoy life.℠ How much income will you be able to take in retirement? Discover a simple way to stay informed and keep your retirement income on track. (2:15)

Insurance: Planning for long-term care

Insurance: Planning for long-term care

See why planning for long-term care needs is important to your financial future. (3:11)

The secure site on ameriprise.com

The secure site on ameriprise.com

Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:07)

Disinherit the IRS

Disinherit the IRS

The IRS could be an unintended heir of your assets. See how a strategy using life insurance can help you disinherit the IRS. (2:29)

Alternative Investments: Beyond traditional investments

Alternative Investments: Beyond traditional investments

Alternative investments cover a wide range of strategies and structures that may enhance your overall portfolio. Your Ameriprise Financial advisor can help you understand the potential benefits, fees and risks associated with these investments. (2:03)

Insurance: When to get it

Insurance: When to get it

People buy insurance at various stages of life. Find out why it may be optimal to buy it when you’re young. (2:48)

James Bull may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.