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Our financial advice team


Kelly Rach, Financial Advisor serving the Glencoe, MN area - Ameriprise Advisors

Kelly Rach

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Russ Runck & Associates
17
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

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Charitable Giving
  • Estate Planning Strategies
  • Saving for Education
  • Insurance
  • Family Finances
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Graduate of Minnesota State University, Mankato in December of 2008, where I earned a Bachelor of Science degree in Finance with an emphasis in Financial Planning.

Education

  • BS Bachelor of Science, Finance, Minnesota State University, Mankato 2008

Awards & recognition

  • Russ Runck & Associates, Ameriprise Client Experience Award, 2021-2022
  • Five Star Wealth Manager, 2024

Community participation

  • Glencoe Area Chamber of Commerce - Economic Development Committee - Committee Member
  • Glencoe Area Chamber of Commerce - Community Events Organizers - Committee Member
  • Glencoe Area Chamber of Commerce - Ambassadors Committee - Committee Member
  • First Congregational United Church of Christ - Board of Trustees - Board Member
  • For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company
  • Community Volunteer of the Year, 2014

Interests

  • Family
  • Friends
  • Volunteering
  • Fishing
  • Watching football
  • Traveling