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Our financial advice team


Michael Cosgrove, Financial Advisor serving the Richland Center, WI area - Ameriprise Advisors

Michael Cosgrove

BFA, APMA®, CRPC®, CRPS®

Financial Advisor

Managing Partner of
Capital Wealth Advisory Group
12
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

  • Family Finances
  • Charitable Giving
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies

Interests

  • Spending time with family
  • Community Building
  • Volunteering

Qualifications

  • BFA™ Behavioral Financial Advisor™
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • CRPS® Chartered Retirement Plans Specialist℠

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Richland County Performing Arts Board of Directors
  • Director of Richland Rejuvenates
  • Southwest Partners Executive Board of Directors