Advisor profile


My approach

Loren Melvie - My approach photo

What you can expect when you work with me

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.

Loren Melvie - My approach photo

Areas of focus

  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Retirement Income Strategies
31
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
  • APMA® Accredited Portfolio Management Advisor℠

Interests

Family, Concerts/Music, High School basketball

Awards & recognition

  • Barron’s Top 1,200 Financial Advisors, 2016-2018
  • Ameriprise Chairman's Advisory Council, 2015-2018
  • Ameriprise Diamond Ring Club, 2015
  • Ameriprise Circle of Success, 2006-2017
  • Forbes Best-in-State Wealth Advisors, 2018
  • Financial Times 400 Top Financial Advisers, 2017
  • Legacy Financial Partners, Barron's Top 100 Private Wealth Management Teams, 2021