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Our financial advice team


Lori Helland, Financial Advisor serving the Rockford, IL area - Ameriprise Advisors

Lori Helland

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Capital Wealth Advisory Group
25
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

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Insurance
  • Saving for Education
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA Series 7 & 66, General Securities Representative, Uniform Securities Agent

Education

  • Rockford College, Bachelors Degree in Business Administration, May 1999

Awards & recognition

  • Capital Wealth Advisory Group, Ameriprise Client Experience Award, 2021, 2022, 2023
  • Capital Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams, 2024

Professional associations

  • Rockford, Illinois Chamber of Commerce

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Member of the Rockford Chamber of Commerce

Supporter of Rockford Area Arts Council - Office converted to gallery for local artists during ArtScene

Volunteer organizer for clients and guests at Northern Illinois Food Bank

Interests

As a lifelong resident of Rockford, IL I enjoy exploring Rock Cut State Park, going to the City Market, and visiting Anderson Gardens.

I love spending time with my family and friends.

I enjoy traveling, hiking, kayaking, and capturing memories through photography. One of my biggest goals is to visit all the major National Parks with my husband, Mike.