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Brooks Staples, Financial Advisor serving the New Brighton, MN area - Ameriprise Advisors

Brooks Staples

Financial Advisor

Four Winds Advisor Group
26
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

  • Intergenerational Planning
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Business Retirement Plans
  • Family Finances
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Education

  • BA, Business Management, Concordia University - St. Paul, MN
  • Diploma, Irondale Senior High School, New Brighton, MN

Awards & recognition

  • Five Star Wealth Manager, 2016, 2017, 2018, 2020 and 2022

Previous experience

  • Financial Advisor, US Bancorp, St. Paul, MN, 2010-2014
  • Financial Advisor, Highland Bank, St. Paul, MN, 1998-2010
  • Vice President, Norwest Bank, Coon Rapids, MN, 1981-1998

Community participation

  • I have volunteered as a Lead Auditor for local pageants through the Miss America Association for over 25 years.
  • Our team has volunteered for Second Harvest Food Banks as a service project.

Interests

  • Traveling, snorkeling, cruises every year to the Caribbean with friends and family
  • Cardio kickboxing, yoga, weight lifting, I like to exercise 5-6 times a week
  • Reading mystery novels and financial books
  • Volunteering whenever I can