Advisor photo for Nicole Southern

Nicole Southern

CMFA®

Financial Advisor
Certified Military Financial Advisor®
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Financial confidence

    See where you stand across key financial areas with the 3-Minute Confident Retirement® check.
    Take the check
  • Introduce me

    If you know someone who has financial questions, please let them know about my practice.
    Refer me
  • What we do

    We offer personalized financial advice based on your goals and provide an upfront overview of costs.
    Get started

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

My commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

I provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with me safely and securely.

Ready to learn more about how I can help you? Getting started is as easy as scheduling a complimentary initial consultation.

Request a consultation

Featured insights

View more markets and economic insights

Get timely global perspectives via email

Interested in the markets and investing? Subscribe to your choice of publications from the investment professionals at Columbia Threadneedle Investments, one of the nation’s largest asset managers. You’ll receive regular insights on financial markets, global and economic issues and investor needs and trends via email.

Subscribe now