Advisor profile


My approach

Rodney Coe - My approach photo

What you can expect when you work with me

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.

Rodney Coe - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Small Business
  • Estate Planning Strategies
  • Family Finances
  • Insurance
  • Investments
  • Charitable Giving
  • Saving for Education
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7, 66 & 31 Licenses Life, Long Term Care & Disability Insurance
  • CKA® Certified Kingdom Advisor®

Education

  • East Baptist University, Bachelor of Science, Business Management, 1988
  • Indiana Weslayan, MBA, 1993

Interests

I enjoy spending time with my daughters and my lovely wife. Our hobbies include scuba diving, riding together on my motorcycle. Our other activities include our children's orchestra concerts, plays, band activities & involvement with our church.

Community participation

I volunteer at our children's schools, with local organizations like Grace Bridge, International Organizations like Firm Foundations Romania & our church. I've also supported the work of Shared Hope International since 2001.

Awards & recognition

  • Five Star Wealth Manager, 2015, 2016, 2017, 2018, 2019, 2020

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.