Kathleen M Bresnan

CFP®, CRPC®

Private Wealth Advisor
  • Your financial goals

    Learn more about key financial and investment insights to help you achieve your goals.

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  • What we do

    We offer solutions to fit your financial needs and provide an upfront overview of costs.
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  • Understand IRA options

    Learn the pros and cons of a rollover and how an IRA could help you achieve your retirement goals.
    See your options

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

Serving you in these unprecedented times

I am committed to keeping my clients informed and providing you with the latest perspectives on the current market and economic conditions, as well as personalized advice to help with your individual needs. I am available to answer any questions you may have during these difficult times.

• Meet with me – I meet with clients by phone or online and would be happy to do so with you.

• Access your accounts – you can securely access your accounts anytime from any device through the secure site on ameriprise.com or the Ameriprise app.

• Listen to the latest audiocast, below in the video gallery, or visit the Insights tab for the latest information and perspectives related to market conditions

My thoughts are with my clients and our community. Please take care of yourselves and those around you.


Your retirement puzzle

These days, it’s not unusual for retirement to last 20-30 years – or even longer. That means you’ll need to create a secure income for yourself that will be there for you as long as you’ll need it. I’d like to share a short video with you that I think you’ll find interesting. It describes a solution that can help you ensure your income will last for as long as you need it. Visit riversource.com/puzzle to view “How do you solve your retirement puzzle?” After you’ve watched the video, contact me and we’ll talk about how this income solution might fit into your retirement plans.

My videos

3 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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Tomorrow’s success starts with today’s planning

Don’t get distracted by short-term uncertainty. Stay on track for the long term with advice from a personal financial advisor who understands you as well as they understand today’s markets. (0:15)