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Timothy J Gillespie, Private Wealth Advisor serving the LaCrosse, WI area - Ameriprise Advisors

Timothy J Gillespie

CRPC®, CLTC®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Gillespie & Associates
29
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

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Charitable Giving
  • Estate Planning Strategies

Interests

I enjoy and am heavily involved in community participation in my town.

I love spending time with my family, including my wonderful children and grandchildren.

I also enjoy outdoor activities, including hiking the bluffs.

Awards & recognition

  • Ameriprise Circle of Success, 2009-2021

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®

Education

  • University of Wisconsin- Stout, Bachelors Degree 1978
  • College for Financial Planning-Chartered Retirement Planning Counselor 2009

Community participation

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.