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 us, 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.


Our advisors

James J Beste

James J Beste

CRPC®

Private Wealth Advisor

Franchise Owner
Learn more about James J Beste Visit James J Beste's website
Jacquelyn Alderman

Jacquelyn Alderman

CPA, M Acc, APMA®

Financial Advisor

Learn more about Jacquelyn Alderman Visit Jacquelyn Alderman's website

Our team

Kerry K. Werlinger

Kerry K. Werlinger

Client Service Manager,

Event Planner

Personal Intro

B.A. Degree: St. Cloud State University

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Lori J. Satterness

Lori J. Satterness

Paraplanner

Qualifications

  • B.S. Degree: Iowa State Univeristy
  • FINRA Series 7
  • FINRA, Series 66
  • MN Life, Health & Variable
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Michelle M. Wiechmann

Michelle M. Wiechmann

Client Relationship Manager

Personal Intro

Prefers to be called Shelly.

Roles & Responsibilities

  • Manages the Sauk Centre Office
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