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Michael G Fleege, Private Wealth Advisor serving the Dubuque, IA area - Ameriprise Advisors

Michael G Fleege

CFP®, BFA, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
NaviPoint Advisory Group

An Ameriprise Private Wealth Advisor

33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 1 reviews
See disclosures

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
  • Wealth Preservation Strategies
  • Investments
  • Insurance
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Awards & recognition

  • Ameriprise Circle of Success, 2000 - 2016, 2019 - 2023
  • Ameriprise Diamond Ring Club, 2011
  • NaviPoint Advisory Group, Ameriprise Client Experience Award, 2020, 2021-2023
  • RiverSource Insurance Premier Protection Award, , 2021

Interests

  • My wife, Sue, and I enjoy traveling.
  • Golf is a passion. I enjoy playing and watching.
  • My son and I are western movie lovers.