Advisor profile


My approach

Lorie Kirtz - 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.

Lorie Kirtz - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Investments
  • Social Security Retirement Benefits
  • Small Business
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Interests

Raising my family-Seth, Eli, and Sadie along with my husband Doug. We enjoy boating, playing/watching sports, riding bike, and spending time with family. We participate and/or volunteer with several community events.

Community participation

  • BL EDA-Buffalo Lake Economic Development Authority
  • Buffalo Lake Ambulance, EMT
  • Leader with Cub/Boy Scouts Pack #275
  • St John's Parish Health committee
  • For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

    * As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company. https://militaryfriendly.com/

Professional associations

  • Buffalo Lake Area Business Association