Past Events

Spring Cleaning!

  • Echelon Wealth Partners, A private wealth advisory practice of Ameriprise, Financial Services, Inc.

Make a clean sweep of old financial documents! Bring them to our office for secure shredding and disposal - Then join us for ice cream treats.

There is no cost or obligation to attend this event.

You're Invited to a Town Hall meeting

  • Jason Yockey, Financial Advisor and Brian Johnson, Vice President
  • Echelon Wealth Partners, A financial advisory practice of Ameriprise Financial Services, Inc.
  • Eaton Vance

“Capital Market Outlook and Opportunities”

Presented by:

Jason Yockey, Financial Advisor

Chartered Financial Analyst®


“Responsible Investing”

Presented by:

Brian Johnson, Vice President

Eaton Vance

This is an informational event. There is no cost or obligation.

Eaton Vance and its representatives are not affiliated with Ameriprise Financial.

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.

Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory services provided by Columbia Management Investment Advisers, LLC. Columbia Management is a subsidiary of Ameriprise Financial, Inc.

Investors should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. For a free prospectus or a summary prospectus, which contains this and other important information about the funds, visit Read the prospectus carefully before investing.

Investment products are not federally or FDIC-insured, are not deposits or obligations of,or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

The Compass is a trademark of Ameriprise Financial, Inc.

Echelon Wealth Partners is located at 4115 26thSt NW, Suite 100, Rochester, MN 55901.

Ameriprise Financial Services, Inc., Member FINRA and SIPC.