Patricia Koogler

Patricia Koogler

CPA, CRPC®, CLTC®

Private Wealth Advisor
Franchise Owner
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • How I work

    I take the time to understand what’s important to you and deliver personalized advice.
    Learn more
  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch. 

    Contact us
  • Proud to be recognized

    Ameriprise Client Experience Award winner. Read a letter from our CEO to clients about this honor.

    Learn more

Background and qualification information is available at FINRA's BrokerCheck website.

You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you. I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Recognized in Working Mother magazine

It's a privilege to help our clients and their families feel more confident, connected and in control of their financial lives. Because of their loyalty, I've been named to the ranked advisor on the Working Mother Top Wealth Advisor Moms list for 2021. I'm so grateful for this honor, for my clients' trust and for the dedication of the entire Koogler Financial Group team. This achievement would not have been possible without you. If there's anyone you care about who could benefit from our services, I'd be happy to speak with them.

My videos

10 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

view commentary
 

Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)