Advisor profile


My approach

Russell Zarling - 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.

Russell Zarling - My approach photo

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
22
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℠
  • FINRA Series 7 License
  • FINRA Series 63 License
  • WI State Insurance License

Education

  • BBA, University of Wisconsin - Madison

Interests

  • Spending time with family & friends
  • University of Wisconsin Athletics
  • Canadian Fishing Trips and other Travel

Awards & recognition

  • Five Star Wealth Manager, 2013-2017

Professional associations

  • Life Member - Wisconsin Alumni Association

Previous experience

  • President and Owner, AIM Business Systems, Inc., 1980 - 1998, Milwaukee, WI