Advisor profile


My approach

Quin Gardner - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Quin Gardner - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Investments
  • Retirement Income Strategies
  • Insurance
  • Charitable Giving
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7 - General Securities Representative Examination
  • Series 31 - Futures Managed Funds Examination
  • SIE - Securities Industry Essentials Examination
  • Series 66 - Uniform Combined State Law Examination

Education

  • Weber State University Bachelor of Science (BS), Accounting 1999-2001

Interests

One of the reasons I chose this field as a profession is because I enjoy working with people and building relationships. Most of my free time is spent with my family, working in my garden, and cheering for UCLA. I have enjoyed coaching my sons in football and basketball and watching my daughters dance. I have always been involved in coaching and spent 10 years as the head boys basketball coach at Kaysville Jr. High and 12 years as an assistant basketball coach at Davis High School.

Awards & recognition

  • Ameriprise Circle of Success, 2018, 2019, 2020
  • Ameriprise Client Experience Award, 2020

Previous experience

  • Financial Advisor, Morgan Stanley, December 2008-February 2014
  • Financial Advisor, UBS Financial Services, October 2006-December 2008
  • Pension Administrator, Advanced Retirement Consultants, October 1999-October 2006

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.