Advisor profile


My approach

Kristi Van Vleck - My approach photo

The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with me, any time from any device.In one secure, convenient online space, you can:

· Track your goals and progress

· Connect and share information with me

· View, store and organize your financial documents

· Transfer funds, and much more

Register today at ameriprise.com, or contact me for help getting started.
Kristi Van Vleck - My approach photo

Areas of focus

  • Intergenerational Planning
  • Women's Financial Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Divorce Financial Planning
  • Investments
  • Social Security Retirement Benefits
  • Sustainable and Responsible Investing
  • Estate Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • BFA™ Behavioral Financial Advisor™
  • CDFA®; Certified Divorce Financial Analyst®
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • B.S. from Oregon State University, 1998
  • MBA from University of Phoenix, 2007

Interests

  • I continue my advocacy of teaching the youth financial literacy by volunteering with my local school district providing resources and classroom guest appearances.
  • In addition to financial literacy, I enjoying spending time partnering with local nonprofits to support my community
  • I enjoy spending time with my family, camping and watching sports.

Community participation

  • 2015-Dec 2018 President, North Marion Youth Athletics, Marion County School Dist.
  • Former Board Member of Jump$tart Oregon & Financial Beginnings
  • Volunteer of the Year 2009-YMCA of Columbia-Willamette Child Care Division
  • Former leadership Coach for Alpha Phi Fraternity at OSU Chapter
  • Multiple year recipient of the Ameriprise Volunteer Award
  • Former counselor and committee member of Young Entrepreneurs Business Week
  • West Linn Food Pantry & OR Food Bank
  • NMSD Services Integration Team member
  • Advocate of Bricks for North Marion-facilitating community hygiene drives
  • Advocate of Down Syndrome Diagnosis Network

Professional associations

  • SELECT Team: Elite Women's Networking Group
  • Power, Purpose & Passion: Professional Networking

Previous experience

  • Technical Recruiter with Aerotek, 1998-2001

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.