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Joshua Katcher, Financial Advisor serving the Cedar Falls, IA area - Ameriprise Advisors

Joshua Katcher

CFP®, APMA

Financial Advisor

Discerning Wealth
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Christian Financial Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Charitable Giving
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • AA, Math, NIACC, 1995
  • BA, Education, Math, University of Northern Iowa, 1997

Awards & recognition

  • Discerning Wealth, Forbes Best-in-State Wealth Management Teams, 2023

Previous experience

  • Financial Advisor, ING Financial Partners, Inc., 2004-2012
  • Teacher/Coach, Hampton-Dumont Schools, 2000-2008
  • Teacher/Coach, Riceville Schools, 1998-2000

Community participation

Center Point-Urbana, Former School Board President
Youth soccer, softball, and basketball coach

Interests

I enjoy spending time with family and friends. I like attending Iowa Hawkeye sporting events and coaching my daughters' activities.