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Joseph Kaiser, Private Wealth Advisor serving the Indianapolis, IN area - Ameriprise Advisors

Joseph Kaiser

CLU®, APMA

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Kaiser, Rush, Cook Wealth Advisors
41
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 24 reviews

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

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Insurance

Qualifications

  • CLU® Chartered Life Underwriter®
  • APMA™ Accredited Portfolio Management Advisor™
  • Chartered Life Underwriter

Education

  • Bryn Mawr College

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2022
  • Ameriprise Circle of Success Diamond Ring, 2004-2021

Previous experience

  • Ameriprise Financial Services, Inc. - Private Wealth Advisor, 2017 – Present
  • Ameriprise Financial Services, Inc. - Financial Advisor, Mar 2003 – 2017
  • Prudential Financial - General Manager, Aug 2000 – Dec 2002
  • Prudential Financial - Regional Vice President, Jan 1998 – Jul 2000

Community participation

  • Gleaners Food Bank
  • Elegant Vintages (benefits Indianapolis Zoo)
  • Special Olympics Supporter

Interests

  • Golf
  • Wine