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Martha Klatt, Financial Advisor serving the Tomah, WI area - Ameriprise Advisors

Martha Klatt

MS, APMA, CMFA®

Financial Advisor

Carlson Advisors
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 7 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Women's Financial Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Business Retirement Plans
  • Investment Management
  • Estate Planning Strategies
  • Insurance

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • CMFA® Certified Military Financial Advisor®

Education

  • Master of Science- University of Wisconsin Stout
  • Bachelor of Science- University of Wisconsin Platteville

Awards & recognition

  • Carlson Advisors, Ameriprise Client Experience Award, 2020-2023

Professional associations

  • Financial Services Institute

Previous experience

  • Coordinated Capital Securities Inc, 2007-2016

Community participation

  • Ambassador for the Tomah Chamber of Commerce
  • Active in the American Association of University Women
  • Member Tomah Rotary Club
  • Chair of the Finance Committee of the First United Methodist Church
  • Tomah Chamber of Commerce Board Member
  • Tomah Area Credit Union Board Member
  • Families First Board Member

Interests

  • I love spending time with my two daughters and husband
  • Walking, boating and reading are some of my favorite hobbies
  • On rainy days I love to sew and bake. I have been know to experiment with a new dessert when I have company for dinner
  • I also love to travel and have been fortunate to travel overseas as well as all over the United States