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Jeffrey C Strickland, Financial Advisor serving the Red Wing, MN area - Ameriprise Advisors

Jeffrey C Strickland

CFP®, BFA, CRPC, AWMA℠, APMA

Financial Advisor

Pinnacle Private Wealth Group
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 9 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Investment Management
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Intergenerational Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • AWMA℠ Accredited Wealth Management Advisor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 63
  • Series 66
  • Life, Accident and Health

Education

  • BA, Economics - Winona State University, 2002
  • BS, Business Administration - Winona State University, 2002

Community participation

  • United States Air Force - 1996-1998 - Missile & Space Systems Maintenance Apprentice
  • Scholarship in Goodhue & Lake City in Memory of my son Derek
  • Memorial Parent/Adult - Child Gold Tournament (Derek Strickland Memorial Golf Tournament)
  • Assistant Baseball Coach (Goodhue Schools - Derek & Ethan)
  • Assistant Basketball Coach (Goodhue Schools - Ethan)
  • Assistant Elementary Football Coach (Goodhue Schools - Derek & Ethan)

Interests

  • Enjoy mentoring and watching Ethan in his sporting activities (Football, Basketball, & Baseball - Goodhue Wildcats - Go Cats!)
  • Exercise, Fitness, & Healthy Family Lifestyle
  • GOLF :-)
  • Taking Ethan to Target Field to take in some baseball action - Go Twins!