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Patty Heimbuch, Private Wealth Advisor serving the Cincinnati, OH area - Ameriprise Advisors

Patty Heimbuch

CFP®

Private Wealth Advisor

3Sixty Legacy Financial Group
41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Family Finances
  • Tax Planning Strategies

Interests

  • Family and Children
  • Academics
  • Athletics
  • Landscaping
  • Running
  • Music

 

Awards & recognition

  • Hall of Fame Inductee, 2005
  • Diamond Ring Club Inductee, 1996
  • Ameriprise Chairman's Advisory Council, 2004-2014
  • Ameriprise Circle of Success, 1983, 1989-1991, 1993, 1996-1999, 2001, 2003, 2005, 2007, 2009, 2011, 2013-2020
  • Five Star Wealth Manager, 2012 - 2017, 2019
  • Protect. Grow. Give.®RiverSource Life Insurance Company, 2013

Qualifications

  • Ameriprise Private Wealth Advisor
  • Platinum Financial Services Advisor, 1999 to present
  • Advanced Advisor Group, 1997 to present
  • Certified Financial Advisor, 1987

Education

  • Mount Notre Dame High School
  • University of Cincinnati, B.B.A. Economics, 1979

Community participation

  • University of Cincinnati Alumni
  • American Heart Association
  • National Ovarian Cancer Coalition