How we work

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.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Saving for Education
  • Charitable Giving
  • Sustainable and Responsible Investing
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Investment Management
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Insurance
  • Domestic Partner Planning
  • Investments
  • Cash Flow Management Strategies
  • Estate Planning Strategies

Community participation

Brandon Wayne serves on Owatonna Chamber Public Policy Committee, Owatonna Hospital Board and volunteers for the NRHEG Education Task Force.

Tom Dufresne serves on the Owatonna Foundation Board of Trustees.

Christina Wetmore serves on the Medford Education Foundation, is the President of the Medford Diamond Association and is a United Way of Steele County Board member.

Kim Kubicek serves on the Advocates for Developmental Disabilities board and volunteers for Special Olympics, Sacred Heart Church and St. Mary's School.

Jacob Norrid serves on the Habitat for Humanity Board of Steele and Waseca County and is an USA Swimming Official.

Our videos

10 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