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Our financial advice team


Kathleen Laverde, Private Wealth Advisor serving the Cincinnati, OH area - Ameriprise Advisors

Kathleen Laverde

CLU®, APMA

Private Wealth Advisor

Fidant Wealth Partners
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Estate Planning Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies

Qualifications

  • CLU® Chartered Life Underwriter®
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7,63, 65, 24
  • Health, Life and Variable Annuities

Awards & recognition

  • Fidant Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2024
  • Ameriprise Client Experience Award, 2021, 2023

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Community participation

We are proud to be part of the volunteering efforts made by the following organizations. If you or someone you know is interested in volunteering with us, please call our office and speak with Caroline Kisker - caroline.kisker@ampf.com

Interests

  • A daughter currently studying International HumanAffairs at UC
  • A son, accomplished drummer looking forward to a career in music
  • Aside from my children and their interests, I play bassguitar in local cover band DV8 and in the annual charitable event Suits That Rock

Honored to receive recognition

I’m excited to share that Fidant Wealth Partners has been included on the 2024 Best-in-State Wealth Management Teams list.  This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.