Advisor photo for Joe Kurelic

Joe Kurelic


Private Wealth Advisor
Business Financial Advisor
A private wealth advisory practice of Ameriprise Financial Services, LLC
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Financial Flexibility

To a growing number of my clients, retirement has become a passe’ term. Front porch, rocking chair, and a cup of coffee… while nice, it isn’t what I hear most are aiming for. The goals more frequently expressed are financial independence (the choice to work or not) and lifestyle flexibility. Once I understand a client’s objectives, my planning mandate is to distill the annual advice down to a single page of recommendations to help guide them.

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Honored to be recognized in AdvisorHub magazine

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, I’ve been named to the 2023 AdvisorHub Fast Growing Advisors to Watch list. I’m so grateful for this honor, for my clients’ trust and for the dedication of the entire CKM Wealth team. This achievement would not have been possible without you.