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Our financial advice team


Kari Douglas Ameriprise Financial Advisor

Kari Douglas

CFP®, CRPC®, ChFC®, APMA®, BFA

Private Wealth Advisor

Business Financial Advisor
Echelon Wealth Partners
23
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 1 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Small Business
  • Wealth Preservation Strategies
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies

Interests

  • Spending time with my family
  • Visiting my children in college
  • Golfing, skiing, running, physical fitness
  • Travel
  • Music

Community participation

  • ARC of Southeastern Minnesota: www.arcse-mn.org
  • Board Member of ExercisAbilities: www.exercisabilitiespt.com
  • Wishes & More®: www.wishesandmore.org
  • Bear Creek Services

Awards & recognition

  • Forbes Top Women Wealth Advisors, 2020
  • Forbes Best-in-State Wealth Advisors, 2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • ChFC® Chartered Financial Consultant®
  • APMA® Accredited Portfolio Management Advisor℠

Professional associations

  • Financial Planning Association of Minnesota
  • Rochester Area Chamber of Commerce
  • National Association of Professional Women
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