Advisor profile


My approach

Samuel Ackerman - My approach photo

What you can expect when you work with us

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.

Samuel Ackerman - My approach photo

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Sustainable and Responsible Investing
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Charitable Giving
  • Social Security Retirement Benefits
  • Family Finances
  • Saving for Education
  • Estate Planning Strategies
  • Tax Planning Strategies
11
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℠
  • Missouri Life & Health Insurance License
  • Series 66 License
  • Series 7 License

Education

  • Bachelor of Science in Finance, Missouri State University

Interests

I love spending time with my wife and daughter.

I enjoy watching the Springfield Cardinals.

Being a graduate from Missouri State University, it's always fun watching the Bears play.

In my spare time, I find documentaries interesting.

Community participation

I enjoy and look forward to volunteering at the Ozarks Food Harvest to help alleviate hunger in our community.

My family and I enjoy volunteering at the Ronald McDonald House Charities of the Ozarks, providing meals for residents.

  • Ozarks Food Harvest
  • Ronald McDonald House Charities of the Ozarks

Professional associations

  • Ozarks Food Harvest
  • Ronald McDonald Charities of the Ozarks