How we work


The advantages of working together online

The secure site on ameriprise.com makes it easy for clients to collaborate with us as we work together to define and achieve your goals.

In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com, or contact us for help getting started.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Family Finances
  • Wealth Preservation Strategies
  • Investment Management
  • Insurance
  • Tax Planning Strategies

Community participation


Ameriprise National Day of Service - Flag Day, June 14, 2018

Celebrating the "Birthday of USA Flag" with West Central Boys and Girls Club - Tomah

Our videos

12 videos

Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals