JC Wilhelm

CRPC®

Financial Advisor
Chartered Retirement Planning CounselorSM
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Connect with us

    If you have financial questions or want to schedule a meeting or consultation, get in touch.
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  • Market volatility

    Stay on track with your financial goals during changing market conditions.
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  • Lower Financial Stress

    Help your employees make informed decisions with an Ameriprise financial wellness program.

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Background and qualification information is available at FINRA's BrokerCheck website.

Personalized advice to help you achieve your goals

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Personalized advice to help you achieve your goals

Workplace Education

Why offer a financial wellness program to employees?

More employees than ever before are stressed about their finances which can impact the productivity, engagement and even the health of your employees. 1

The Ameriprise financial wellness program is uniquely positioned to enhance your benefits package and offer your employees:

  • Financial education
  • Tools and resources
  • Financial advice

Financial Wellness education can help your employees feel more confident about their financial choices and be productive, healthier contributors to their workplace.

1 2019 PWC Employee Financial Wellness survey

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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Keep an eye on the future

Working with a personal financial advisor who’s just as focused on you as they are on the markets can help you keep an eye on the future. (0:15)