Advisor profile


My approach

Lana Engen - My approach photo

What you can expect when you work with us 

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.


Lana Engen - My approach photo

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Charitable Giving
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • B.S. and M.S. Education, University of North Dakota
  • Certificate of Advanced Studies, Education, Northern Illinois University
  • CFP Professional Education Program, College for Financial Planning, Denver CO

Interests

  • I grew up in Page ND, pop. 350.
  • I met my husband Rick in elementary school and we got married in 1970.
  • I taught school for 10 years, in North Dakota and in Rockford Public Schools, before becoming a financial advisor.
  • I enjoy golfing & I made a Hole-in-One in 2018 at Aldeen Golf Club. I attended the Master’s in Augusta in 2014.
  • Rick & I love traveling and favorites are Park City, Newport Beach, Ireland, Switzerland and Italy.
  • I am an avid CrossFit participant, working out three times a week.
  • I love gardening, both indoors and out, and the plants in the office are my responsibility.
  • I have 10 great nieces and nephews and love spending time with them.

Community participation

Awards & recognition

  • Forbes Top Women Wealth Advisors, 2020
  • Ameriprise Circle of Success, 2018, 2019
  • Ameriprise Hall of Fame, 1993