Lisa Brooks

CFP®, CRPC®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Your financial goals

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

    Explore
  • What we do

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

A customized solution

I am committed to helping clients plan to accumulate, protect and manage their wealth through a comprehensive, yet personalized, financial planning approach that incorporates thoughtful tax planning strategies, appropriate insurance planning, disciplined investing and estate planning strategies. I offer a wide range of product solutions from well-known investment and insurance firms, which allows me to provide timely recommendations that seek performance opportunities. I pride myself in working with busy, successful clients in an integrated approach to help them become empowered by understanding and managing their finances more effectively.

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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Sunrise

In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:31)