Our financial advice team

Rod Muzzy, Financial Advisor serving the Kennewick, WA area - Ameriprise Advisors

Rod Muzzy

Financial Advisor

Fulcrum Wealth Management Group
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
BUSINESS MOBILE
509.410.4399
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Small Business
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Saving for Education

Education

  • BA, Business Administration, Eastern Oregon University, La Grande, OR

Awards & recognition

  • Fulcrum Wealth Management Group, Forbes Best-in-State Wealth Management Teams, 2024

Previous experience

  • Financial Advisor, Wells Fargo Advisors, Kennewick, WA, 2016-2024
  • Financial Advisor, Morgan Stanley, Kennewick, WA, 2013-2016

Interests

I enjoy spending time with my family: watching movies, playing board games and doing puzzles. I serve as “shore support” for my wife when she goes scuba diving. My personal hobbies also include geocaching, listening to music and shooting pool!